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 | $155,805 | $99,020+57.3% | $86,590+79.9% | $147,584+5.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.33% | 1312.34%-1293.0pp | 964.84%-945.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,658 | $3,132-47.0% | $2,839-41.6% | $4,876-66.0% |
| Participant deferral / active EE | $4,708 | $3,972+18.5% | $3,609+30.5% | $5,439-13.4% |
| Admin fee / account holder | $1,281 | $5,710-77.6% | $4,906-73.9% | $10,885-88.2% |