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 | $152,585 | $202,318-24.6% | $172,739-11.7% | $152,861-0.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.61% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,213 | $5,856-28.1% | $5,143-18.1% | $4,762-11.5% |
| Participant deferral / active EE | $7,334 | $5,948+23.3% | $5,198+41.1% | $5,850+25.4% |
| Admin fee / account holder | $5,020 | $17,109-70.7% | $13,954-64.0% | $11,596-56.7% |