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 | $152,029 | $202,318-24.9% | $172,739-12.0% | $152,861-0.5% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 15.97% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $15,363 | $5,856+162.3% | $5,143+198.7% | $4,762+222.6% |
| Participant deferral / active EE | $7,851 | $5,948+32.0% | $5,198+51.1% | $5,850+34.2% |
| Admin fee / account holder | $20,438 | $17,109+19.5% | $13,954+46.5% | $11,596+76.2% |