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 | $78,973 | $104,907-24.7% | $84,611-6.7% | $152,861-48.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.20% | 373.79%-351.6pp | 258.74%-236.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $14,153 | $3,302+328.7% | $2,652+433.6% | $4,762+197.2% |
| Participant deferral / active EE | $13,916 | $4,688+196.9% | $3,899+256.9% | $5,850+137.9% |
| Admin fee / account holder | $561 | $6,241-91.0% | $4,912-88.6% | $11,596-95.2% |