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 | $104,765 | $202,318-48.2% | $172,739-39.4% | $152,861-31.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.21% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,832 | $5,856-68.7% | $5,143-64.4% | $4,762-61.5% |
| Participant deferral / active EE | $7,050 | $5,948+18.5% | $5,198+35.6% | $5,850+20.5% |
| Admin fee / account holder | $1,140 | $17,109-93.3% | $13,954-91.8% | $11,596-90.2% |