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 | $104,415 | $202,318-48.4% | $172,739-39.6% | $152,861-31.7% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 20.81% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $6,535 | $5,856+11.6% | $5,143+27.1% | $4,762+37.2% |
| Participant deferral / active EE | $4,949 | $5,948-16.8% | $5,198-4.8% | $5,850-15.4% |
| Admin fee / account holder | $5,042 | $17,109-70.5% | $13,954-63.9% | $11,596-56.5% |