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 | $83,648 | $181,894-54.0% | $156,549-46.6% | $273,961-69.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 112.76% | 30.74%+82.0pp | 32.23%+80.5pp | 41.45%+71.3pp |
| Employer contribution / active EE | $39,019 | $6,248+524.5% | $5,501+609.3% | $4,869+701.4% |
| Participant deferral / active EE | $18,000 | $5,550+224.3% | $4,871+269.5% | $5,287+240.5% |
| Admin fee / account holder | $355 | $15,559-97.7% | $13,027-97.3% | $10,132-96.5% |