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 | $95,542 | $180,449-47.1% | $154,107-38.0% | $135,375-29.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 71.83% | 888.09%-816.3pp | 735.12%-663.3pp | 519.73%-447.9pp |
| Employer contribution / active EE | $4,083 | $6,035-32.3% | $5,298-22.9% | $4,779-14.6% |
| Participant deferral / active EE | $8,050 | $5,806+38.6% | $5,081+58.4% | $5,609+43.5% |
| Admin fee / account holder | $8,891 | $16,143-44.9% | $13,411-33.7% | $10,827-17.9% |