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 | $112,038 | $96,305+16.3% | $80,569+39.1% | $139,434-19.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.39% | 1350.08%-1336.7pp | 935.43%-922.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,804 | $3,262-44.7% | $2,723-33.7% | $4,751-62.0% |
| Participant deferral / active EE | $12,497 | $5,232+138.9% | $4,447+181.0% | $6,710+86.2% |
| Admin fee / account holder | $1,510 | $6,599-77.1% | $5,377-71.9% | $11,403-86.8% |