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 | $129,345 | $202,318-36.1% | $172,739-25.1% | $152,861-15.4% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.4%+13.2pp |
| Annual return | 14.19% | 1029.65%-1015.5pp | 802.84%-788.7pp | 345.32%-331.1pp |
| Employer contribution / active EE | $9,628 | $5,856+64.4% | $5,143+87.2% | $4,762+102.2% |
| Participant deferral / active EE | $9,339 | $5,948+57.0% | $5,198+79.7% | $5,850+59.6% |
| Admin fee / account holder | $35,679 | $17,109+108.5% | $13,954+155.7% | $11,596+207.7% |