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 | $116,385 | $99,020+17.5% | $86,590+34.4% | $147,584-21.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.36% | 1312.34%-1299.0pp | 964.84%-951.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $11,131 | $3,132+255.4% | $2,839+292.0% | $4,876+128.3% |
| Participant deferral / active EE | $5,032 | $3,972+26.7% | $3,609+39.5% | $5,439-7.5% |
| Admin fee / account holder | $2,188 | $5,710-61.7% | $4,906-55.4% | $10,885-79.9% |