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 | $54,022 | $198,466-72.8% | $170,442-68.3% | $147,584-63.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 253.57% | 257.29%-3.7pp | 205.93%+47.6pp | 578.55%-325.0pp |
| Employer contribution / active EE | $10,887 | $6,184+76.1% | $5,433+100.4% | $4,876+123.3% |
| Participant deferral / active EE | $6,071 | $5,629+7.8% | $4,939+22.9% | $5,439+11.6% |
| Admin fee / account holder | $683 | $16,852-95.9% | $13,880-95.1% | $10,885-93.7% |