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 | $95,422 | $202,318-52.8% | $172,739-44.8% | $152,861-37.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.04% | 1029.65%-1010.6pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $11,119 | $5,856+89.9% | $5,143+116.2% | $4,762+133.5% |
| Participant deferral / active EE | $3,975 | $5,948-33.2% | $5,198-23.5% | $5,850-32.1% |
| Admin fee / account holder | $654 | $17,109-96.2% | $13,954-95.3% | $11,596-94.4% |