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 | $109,662 | $180,449-39.2% | $154,107-28.8% | $135,375-19.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 91.37% | 888.09%-796.7pp | 735.12%-643.7pp | 519.73%-428.4pp |
| Employer contribution / active EE | $4,966 | $6,035-17.7% | $5,298-6.3% | $4,779+3.9% |
| Participant deferral / active EE | $7,067 | $5,806+21.7% | $5,081+39.1% | $5,609+26.0% |
| Admin fee / account holder | $4,555 | $16,143-71.8% | $13,411-66.0% | $10,827-57.9% |