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 | $122,822 | $202,318-39.3% | $172,739-28.9% | $152,861-19.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.60% | 1029.65%-1016.1pp | 802.84%-789.2pp | 345.32%-331.7pp |
| Employer contribution / active EE | $4,905 | $5,856-16.2% | $5,143-4.6% | $4,762+3.0% |
| Participant deferral / active EE | $5,822 | $5,948-2.1% | $5,198+12.0% | $5,850-0.5% |
| Admin fee / account holder | $1,788 | $17,109-89.6% | $13,954-87.2% | $11,596-84.6% |