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 | $97,744 | $202,318-51.7% | $172,739-43.4% | $152,861-36.1% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.4%+12.0pp |
| Annual return | 24.66% | 1029.65%-1005.0pp | 802.84%-778.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $7,331 | $5,856+25.2% | $5,143+42.6% | $4,762+53.9% |
| Participant deferral / active EE | $3,896 | $5,948-34.5% | $5,198-25.0% | $5,850-33.4% |
| Admin fee / account holder | $31,799 | $17,109+85.9% | $13,954+127.9% | $11,596+174.2% |