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 | $66,439 | $157,256-57.8% | $141,162-52.9% | $152,861-56.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.76% | 64.32%-44.6pp | 71.39%-51.6pp | 345.32%-325.6pp |
| Employer contribution / active EE | $37,915 | $5,261+620.7% | $4,735+700.7% | $4,762+696.2% |
| Participant deferral / active EE | $19,000 | $7,109+167.3% | $6,709+183.2% | $5,850+224.8% |
| Admin fee / account holder | $613 | $12,120-94.9% | $10,261-94.0% | $11,596-94.7% |