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 | $62,687 | $99,020-36.7% | $86,590-27.6% | $147,584-57.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.71% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $5,650 | $3,132+80.4% | $2,839+99.0% | $4,876+15.9% |
| Participant deferral / active EE | $11,306 | $3,972+184.6% | $3,609+213.3% | $5,439+107.9% |
| Admin fee / account holder | $7,281 | $5,710+27.5% | $4,906+48.4% | $10,885-33.1% |