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 | $52,038 | $99,020-47.4% | $86,590-39.9% | $147,584-64.7% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 10.80% | 1312.34%-1301.5pp | 964.84%-954.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $6,042 | $3,132+92.9% | $2,839+112.8% | $4,876+23.9% |
| Participant deferral / active EE | $9,811 | $3,972+147.0% | $3,609+171.9% | $5,439+80.4% |
| Admin fee / account holder | $45,281 | $5,710+693.0% | $4,906+823.0% | $10,885+316.0% |