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 | $110,064 | $202,318-45.6% | $172,739-36.3% | $152,861-28.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.98% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $7,287 | $5,856+24.4% | $5,143+41.7% | $4,762+53.0% |
| Participant deferral / active EE | $3,479 | $5,948-41.5% | $5,198-33.1% | $5,850-40.5% |
| Admin fee / account holder | $396 | $17,109-97.7% | $13,954-97.2% | $11,596-96.6% |