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 | $149,676 | $202,318-26.0% | $172,739-13.4% | $152,861-2.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.02% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,342 | $5,856-25.9% | $5,143-15.6% | $4,762-8.8% |
| Participant deferral / active EE | $11,300 | $5,948+90.0% | $5,198+117.4% | $5,850+93.2% |
| Admin fee / account holder | $7,609 | $17,109-55.5% | $13,954-45.5% | $11,596-34.4% |