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 | $35,930 | $99,020-63.7% | $86,590-58.5% | $147,584-75.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.63% | 1312.34%-1292.7pp | 964.84%-945.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $5,442 | $3,132+73.7% | $2,839+91.6% | $4,876+11.6% |
| Participant deferral / active EE | $13,114 | $3,972+230.1% | $3,609+263.4% | $5,439+141.1% |
| Admin fee / account holder | $392 | $5,710-93.1% | $4,906-92.0% | $10,885-96.4% |