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 | $124,005 | $99,020+25.2% | $86,590+43.2% | $147,584-16.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.23% | 1312.34%-1300.1pp | 964.84%-952.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $10,209 | $3,132+226.0% | $2,839+259.6% | $4,876+109.4% |
| Participant deferral / active EE | $9,931 | $3,972+150.0% | $3,609+175.2% | $5,439+82.6% |
| Admin fee / account holder | $43,281 | $5,710+658.0% | $4,906+782.3% | $10,885+297.6% |