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 | $70,616 | $99,020-28.7% | $86,590-18.4% | $147,584-52.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.30% | 1312.34%-1296.0pp | 964.84%-948.5pp | 578.55%-562.3pp |
| Employer contribution / active EE | $4,725 | $3,132+50.9% | $2,839+66.4% | $4,876-3.1% |
| Participant deferral / active EE | $13,271 | $3,972+234.1% | $3,609+267.8% | $5,439+144.0% |
| Admin fee / account holder | $1,214 | $5,710-78.7% | $4,906-75.2% | $10,885-88.8% |