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 | $54,564 | $159,901-65.9% | $146,958-62.9% | $145,922-62.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.51% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $8,016 | $5,286+51.6% | $4,933+62.5% | $4,660+72.0% |
| Participant deferral / active EE | $21,253 | $8,428+152.2% | $8,070+163.4% | $6,688+217.8% |
| Admin fee / account holder | $40,352 | $15,044+168.2% | $12,998+210.4% | $13,397+201.2% |