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 | $115,385 | $99,020+16.5% | $86,590+33.3% | $147,584-21.8% |
| Participation rate | 82.4% | 76.3%+6.0pp | 73.5%+8.8pp | 82.8%-0.5pp |
| Annual return | 17.17% | 1312.34%-1295.2pp | 964.84%-947.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $7,802 | $3,132+149.1% | $2,839+174.8% | $4,876+60.0% |
| Participant deferral / active EE | $13,168 | $3,972+231.5% | $3,609+264.9% | $5,439+142.1% |
| Admin fee / account holder | $630 | $5,710-89.0% | $4,906-87.2% | $10,885-94.2% |