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 | $112,437 | $99,020+13.5% | $86,590+29.8% | $147,584-23.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.64% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,625 | $3,132-16.2% | $2,839-7.6% | $4,876-46.2% |
| Participant deferral / active EE | $6,755 | $3,972+70.0% | $3,609+87.2% | $5,439+24.2% |
| Admin fee / account holder | $6,078 | $5,710+6.4% | $4,906+23.9% | $10,885-44.2% |