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 | $31,230 | $104,106-70.0% | $71,086-56.1% | $135,375-76.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 7.80% | 1256.30%-1248.5pp | 650.59%-642.8pp | 519.73%-511.9pp |
| Employer contribution / active EE | $3,094 | $1,485+108.4% | $1,088+184.5% | $4,779-35.2% |
| Participant deferral / active EE | $6,658 | $2,527+163.5% | $1,874+255.2% | $5,609+18.7% |
| Admin fee / account holder | $7,055 | $4,142+70.3% | $3,082+128.9% | $10,827-34.8% |