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 | $102,093 | $202,318-49.5% | $172,739-40.9% | $152,861-33.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.30% | 1029.65%-1005.4pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $4,270 | $5,856-27.1% | $5,143-17.0% | $4,762-10.3% |
| Participant deferral / active EE | $19,347 | $5,948+225.3% | $5,198+272.2% | $5,850+230.7% |
| Admin fee / account holder | $20,707 | $17,109+21.0% | $13,954+48.4% | $11,596+78.6% |