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 | $136,963 | $100,852+35.8% | $90,404+51.5% | $158,922-13.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.43% | 1724.20%-1712.8pp | 1293.02%-1281.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,789 | $3,689-24.4% | $3,262-14.5% | $4,761-41.4% |
| Participant deferral / active EE | $5,000 | $4,348+15.0% | $3,963+26.2% | $5,982-16.4% |
| Admin fee / account holder | $4,478 | $6,501-31.1% | $5,611-20.2% | $11,246-60.2% |