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 | $55,075 | $202,318-72.8% | $172,739-68.1% | $152,861-64.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.38% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-321.9pp |
| Employer contribution / active EE | $10,667 | $5,856+82.2% | $5,143+107.4% | $4,762+124.0% |
| Participant deferral / active EE | $18,893 | $5,948+217.6% | $5,198+263.5% | $5,850+222.9% |
| Admin fee / account holder | $1,830 | $17,109-89.3% | $13,954-86.9% | $11,596-84.2% |