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 | $111,187 | $202,318-45.0% | $172,739-35.6% | $152,861-27.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.53% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,137 | $5,856-46.4% | $5,143-39.0% | $4,762-34.1% |
| Participant deferral / active EE | $6,651 | $5,948+11.8% | $5,198+28.0% | $5,850+13.7% |
| Admin fee / account holder | $35,704 | $17,109+108.7% | $13,954+155.9% | $11,596+207.9% |