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 | $209,349 | $97,757+114.2% | $83,848+149.7% | $135,375+54.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.83% | 1287.37%-1279.5pp | 850.88%-843.1pp | 519.73%-511.9pp |
| Employer contribution / active EE | $11,633 | $4,222+175.6% | $3,631+220.4% | $4,779+143.4% |
| Participant deferral / active EE | $4,940 | $4,682+5.5% | $4,082+21.0% | $5,609-11.9% |
| Admin fee / account holder | $20,843 | $6,674+212.3% | $5,478+280.5% | $10,827+92.5% |