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 | $139,535 | $202,318-31.0% | $172,739-19.2% | $152,861-8.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.40% | 1029.65%-1000.3pp | 802.84%-773.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $4,126 | $5,856-29.6% | $5,143-19.8% | $4,762-13.4% |
| Participant deferral / active EE | $17,650 | $5,948+196.7% | $5,198+239.6% | $5,850+201.7% |
| Admin fee / account holder | $3,025 | $17,109-82.3% | $13,954-78.3% | $11,596-73.9% |