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 | $114,580 | $99,020+15.7% | $86,590+32.3% | $147,584-22.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.01% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $6,928 | $3,132+121.2% | $2,839+144.0% | $4,876+42.1% |
| Participant deferral / active EE | $13,540 | $3,972+240.9% | $3,609+275.2% | $5,439+149.0% |
| Admin fee / account holder | $532 | $5,710-90.7% | $4,906-89.2% | $10,885-95.1% |