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 | $129,142 | $202,318-36.2% | $172,739-25.2% | $152,861-15.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.59% | 1029.65%-1014.1pp | 802.84%-787.3pp | 345.32%-329.7pp |
| Employer contribution / active EE | $9,918 | $5,856+69.4% | $5,143+92.9% | $4,762+108.3% |
| Participant deferral / active EE | $5,239 | $5,948-11.9% | $5,198+0.8% | $5,850-10.4% |
| Admin fee / account holder | $358 | $17,109-97.9% | $13,954-97.4% | $11,596-96.9% |