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 | $98,055 | $202,318-51.5% | $172,739-43.2% | $152,861-35.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.34% | 1029.65%-1004.3pp | 802.84%-777.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $4,738 | $5,856-19.1% | $5,143-7.9% | $4,762-0.5% |
| Participant deferral / active EE | $15,500 | $5,948+160.6% | $5,198+198.2% | $5,850+165.0% |
| Admin fee / account holder | $1,010 | $17,109-94.1% | $13,954-92.8% | $11,596-91.3% |