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 | $121,758 | $202,318-39.8% | $172,739-29.5% | $152,861-20.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.49% | 1029.65%-1012.2pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,614 | $5,856-55.4% | $5,143-49.2% | $4,762-45.1% |
| Participant deferral / active EE | $6,783 | $5,948+14.0% | $5,198+30.5% | $5,850+15.9% |
| Admin fee / account holder | $8,239 | $17,109-51.8% | $13,954-41.0% | $11,596-29.0% |