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 | $76,994 | $202,318-61.9% | $172,739-55.4% | $152,861-49.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.67% | 1029.65%-1013.0pp | 802.84%-786.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $3,750 | $5,856-36.0% | $5,143-27.1% | $4,762-21.3% |
| Participant deferral / active EE | $5,506 | $5,948-7.4% | $5,198+5.9% | $5,850-5.9% |
| Admin fee / account holder | $18,703 | $17,109+9.3% | $13,954+34.0% | $11,596+61.3% |