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 | $31,194 | $99,020-68.5% | $86,590-64.0% | $147,584-78.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.57% | 1312.34%-1290.8pp | 964.84%-943.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $5,675 | $3,132+81.2% | $2,839+99.9% | $4,876+16.4% |
| Participant deferral / active EE | $10,685 | $3,972+169.0% | $3,609+196.1% | $5,439+96.5% |
| Admin fee / account holder | $9,738 | $5,710+70.5% | $4,906+98.5% | $10,885-10.5% |