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 | $84,979 | $198,466-57.2% | $170,442-50.1% | $147,584-42.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 47.31% | 257.29%-210.0pp | 205.93%-158.6pp | 578.55%-531.2pp |
| Employer contribution / active EE | $7,961 | $6,184+28.7% | $5,433+46.5% | $4,876+63.3% |
| Participant deferral / active EE | $6,463 | $5,629+14.8% | $4,939+30.8% | $5,439+18.8% |
| Admin fee / account holder | $855 | $16,852-94.9% | $13,880-93.8% | $10,885-92.1% |