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 | $53,781 | $99,020-45.7% | $86,590-37.9% | $147,584-63.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.24% | 1312.34%-1294.1pp | 964.84%-946.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $5,460 | $3,132+74.3% | $2,839+92.3% | $4,876+12.0% |
| Participant deferral / active EE | $6,231 | $3,972+56.9% | $3,609+72.7% | $5,439+14.6% |
| Admin fee / account holder | $19,399 | $5,710+239.7% | $4,906+295.4% | $10,885+78.2% |