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 | $185,704 | $88,710+109.3% | $81,783+127.1% | $145,959+27.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.32% | 1027.26%-1015.9pp | 775.05%-763.7pp | 561.95%-550.6pp |
| Employer contribution / active EE | $6,044 | $3,083+96.0% | $2,913+107.5% | $4,661+29.7% |
| Participant deferral / active EE | $7,531 | $4,645+62.1% | $4,320+74.3% | $6,689+12.6% |
| Admin fee / account holder | $21,971 | $8,407+161.3% | $7,380+197.7% | $13,398+64.0% |