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 | $160,770 | $99,020+62.4% | $86,590+85.7% | $147,584+8.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.35% | 1312.34%-1296.0pp | 964.84%-948.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $8,583 | $3,132+174.0% | $2,839+202.3% | $4,876+76.0% |
| Participant deferral / active EE | $8,232 | $3,972+107.2% | $3,609+128.1% | $5,439+51.4% |
| Admin fee / account holder | $1,189 | $5,710-79.2% | $4,906-75.8% | $10,885-89.1% |