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 | $103,002 | $202,318-49.1% | $172,739-40.4% | $152,861-32.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.15% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,609 | $5,856-55.5% | $5,143-49.3% | $4,762-45.2% |
| Participant deferral / active EE | $4,494 | $5,948-24.4% | $5,198-13.5% | $5,850-23.2% |
| Admin fee / account holder | $2,028 | $17,109-88.1% | $13,954-85.5% | $11,596-82.5% |