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 | $32,589 | $76,552-57.4% | $123,892-73.7% | $62,891-48.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 205.88% | 18.68%+187.2pp | 47.52%+158.4pp | 20.14%+185.7pp |
| Employer contribution / active EE | $9,556 | $2,883+231.5% | $4,617+107.0% | $2,281+318.9% |
| Participant deferral / active EE | $7,431 | $4,840+53.5% | $5,984+24.2% | $3,203+132.0% |
| Admin fee / account holder | $597 | $4,826-87.6% | $8,357-92.9% | $4,296-86.1% |