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 | $103,483 | $202,318-48.9% | $172,739-40.1% | $152,861-32.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.95% | 1029.65%-997.7pp | 802.84%-770.9pp | 345.32%-313.4pp |
| Employer contribution / active EE | $3,920 | $5,856-33.1% | $5,143-23.8% | $4,762-17.7% |
| Participant deferral / active EE | $7,756 | $5,948+30.4% | $5,198+49.2% | $5,850+32.6% |
| Admin fee / account holder | $14,773 | $17,109-13.7% | $13,954+5.9% | $11,596+27.4% |