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 | $50,070 | $99,020-49.4% | $86,590-42.2% | $147,584-66.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.96% | 1312.34%-1297.4pp | 964.84%-949.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $9,250 | $3,132+195.3% | $2,839+225.8% | $4,876+89.7% |
| Participant deferral / active EE | $9,250 | $3,972+132.9% | $3,609+156.3% | $5,439+70.1% |
| Admin fee / account holder | $16,292 | $5,710+185.3% | $4,906+232.1% | $10,885+49.7% |