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 | $138,705 | $99,020+40.1% | $86,590+60.2% | $147,584-6.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.91% | 1312.34%-1299.4pp | 964.84%-951.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,228 | $3,132-60.8% | $2,839-56.7% | $4,876-74.8% |
| Participant deferral / active EE | $2,395 | $3,972-39.7% | $3,609-33.6% | $5,439-56.0% |
| Admin fee / account holder | $1,759 | $5,710-69.2% | $4,906-64.2% | $10,885-83.8% |