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 | $156,180 | $99,020+57.7% | $86,590+80.4% | $147,584+5.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.71% | 1312.34%-1290.6pp | 964.84%-943.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,695 | $3,132-14.0% | $2,839-5.1% | $4,876-44.7% |
| Participant deferral / active EE | $9,615 | $3,972+142.1% | $3,609+166.4% | $5,439+76.8% |
| Admin fee / account holder | $2,038 | $5,710-64.3% | $4,906-58.5% | $10,885-81.3% |