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 | $157,025 | $99,020+58.6% | $86,590+81.3% | $147,584+6.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.39% | 1312.34%-1289.9pp | 964.84%-942.4pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,238 | $3,132-28.5% | $2,839-21.2% | $4,876-54.1% |
| Participant deferral / active EE | $13,105 | $3,972+229.9% | $3,609+263.2% | $5,439+141.0% |
| Admin fee / account holder | $2,151 | $5,710-62.3% | $4,906-56.1% | $10,885-80.2% |