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 | $86,274 | $202,318-57.4% | $172,739-50.1% | $152,861-43.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.13% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $8,305 | $5,856+41.8% | $5,143+61.5% | $4,762+74.4% |
| Participant deferral / active EE | $8,068 | $5,948+35.6% | $5,198+55.2% | $5,850+37.9% |
| Admin fee / account holder | $663 | $17,109-96.1% | $13,954-95.3% | $11,596-94.3% |