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 | $128,517 | $202,318-36.5% | $172,739-25.6% | $152,861-15.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.13% | 1029.65%-999.5pp | 802.84%-772.7pp | 345.32%-315.2pp |
| Employer contribution / active EE | $1,507 | $5,856-74.3% | $5,143-70.7% | $4,762-68.4% |
| Participant deferral / active EE | $2,701 | $5,948-54.6% | $5,198-48.0% | $5,850-53.8% |
| Admin fee / account holder | $12,933 | $17,109-24.4% | $13,954-7.3% | $11,596+11.5% |