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 | $118,732 | $99,020+19.9% | $86,590+37.1% | $147,584-19.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.85% | 1312.34%-1298.5pp | 964.84%-951.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,544 | $3,132-18.8% | $2,839-10.4% | $4,876-47.8% |
| Participant deferral / active EE | $11,840 | $3,972+198.1% | $3,609+228.1% | $5,439+117.7% |
| Admin fee / account holder | $1,547 | $5,710-72.9% | $4,906-68.5% | $10,885-85.8% |