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 | $154,676 | $99,020+56.2% | $86,590+78.6% | $147,584+4.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.96% | 1312.34%-1296.4pp | 964.84%-948.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,464 | $3,132-53.3% | $2,839-48.4% | $4,876-70.0% |
| Participant deferral / active EE | $4,531 | $3,972+14.1% | $3,609+25.6% | $5,439-16.7% |
| Admin fee / account holder | $5,528 | $5,710-3.2% | $4,906+12.7% | $10,885-49.2% |