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 | $86,940 | $202,318-57.0% | $172,739-49.7% | $152,861-43.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.76% | 1029.65%-1010.9pp | 802.84%-784.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $8,976 | $5,856+53.3% | $5,143+74.5% | $4,762+88.5% |
| Participant deferral / active EE | $4,372 | $5,948-26.5% | $5,198-15.9% | $5,850-25.3% |
| Admin fee / account holder | $721 | $17,109-95.8% | $13,954-94.8% | $11,596-93.8% |