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 | $95,891 | $202,318-52.6% | $172,739-44.5% | $152,861-37.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.92% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $8,543 | $5,856+45.9% | $5,143+66.1% | $4,762+79.4% |
| Participant deferral / active EE | $4,572 | $5,948-23.1% | $5,198-12.0% | $5,850-21.9% |
| Admin fee / account holder | $8,471 | $17,109-50.5% | $13,954-39.3% | $11,596-27.0% |