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 | $121,904 | $202,318-39.7% | $172,739-29.4% | $152,861-20.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.06% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $8,803 | $5,856+50.3% | $5,143+71.2% | $4,762+84.8% |
| Participant deferral / active EE | $9,006 | $5,948+51.4% | $5,198+73.3% | $5,850+53.9% |
| Admin fee / account holder | $20,418 | $17,109+19.3% | $13,954+46.3% | $11,596+76.1% |