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 | $97,410 | $124,185-21.6% | $108,410-10.1% | $167,490-41.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.42% | 1379.64%-1364.2pp | 905.27%-889.9pp | 478.56%-463.1pp |
| Employer contribution / active EE | $7,392 | $4,187+76.6% | $3,558+107.7% | $4,837+52.8% |
| Participant deferral / active EE | $16,610 | $6,908+140.4% | $6,563+153.1% | $6,341+161.9% |
| Admin fee / account holder | $78,922 | $9,455+734.7% | $7,295+981.9% | $12,309+541.2% |