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 | $75,083 | $202,318-62.9% | $172,739-56.5% | $152,861-50.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.71% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $12,931 | $5,856+120.8% | $5,143+151.4% | $4,762+171.5% |
| Participant deferral / active EE | $12,279 | $5,948+106.4% | $5,198+136.2% | $5,850+109.9% |
| Admin fee / account holder | $12,854 | $17,109-24.9% | $13,954-7.9% | $11,596+10.8% |