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 | $115,014 | $209,411-45.1% | $178,490-35.6% | $158,922-27.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.41% | 188.75%-169.3pp | 151.07%-131.7pp | 302.83%-283.4pp |
| Employer contribution / active EE | $12,424 | $5,706+117.7% | $5,011+148.0% | $4,761+160.9% |
| Participant deferral / active EE | $13,068 | $5,954+119.5% | $5,202+151.2% | $5,982+118.4% |
| Admin fee / account holder | $481 | $17,074-97.2% | $13,984-96.6% | $11,246-95.7% |