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 | $141,902 | $202,318-29.9% | $172,739-17.9% | $152,861-7.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.96% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,974 | $5,856-32.1% | $5,143-22.7% | $4,762-16.6% |
| Participant deferral / active EE | $5,506 | $5,948-7.4% | $5,198+5.9% | $5,850-5.9% |
| Admin fee / account holder | $743 | $17,109-95.7% | $13,954-94.7% | $11,596-93.6% |