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 | $108,888 | $202,318-46.2% | $172,739-37.0% | $152,861-28.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 32.27% | 1029.65%-997.4pp | 802.84%-770.6pp | 345.32%-313.0pp |
| Employer contribution / active EE | $7,289 | $5,856+24.5% | $5,143+41.7% | $4,762+53.1% |
| Participant deferral / active EE | $5,135 | $5,948-13.7% | $5,198-1.2% | $5,850-12.2% |
| Admin fee / account holder | $22,119 | $17,109+29.3% | $13,954+58.5% | $11,596+90.7% |