See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,323 | $202,318-49.9% | $172,739-41.3% | $152,861-33.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.21% | 1029.65%-1010.4pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $6,913 | $5,856+18.1% | $5,143+34.4% | $4,762+45.2% |
| Participant deferral / active EE | $5,657 | $5,948-4.9% | $5,198+8.8% | $5,850-3.3% |
| Admin fee / account holder | $5,398 | $17,109-68.5% | $13,954-61.3% | $11,596-53.5% |