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 | $127,040 | $99,020+28.3% | $86,590+46.7% | $147,584-13.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.88% | 1312.34%-1288.5pp | 964.84%-941.0pp | 578.55%-554.7pp |
| Employer contribution / active EE | $5,373 | $3,132+71.6% | $2,839+89.2% | $4,876+10.2% |
| Participant deferral / active EE | $7,297 | $3,972+83.7% | $3,609+102.2% | $5,439+34.2% |
| Admin fee / account holder | $8,260 | $5,710+44.6% | $4,906+68.4% | $10,885-24.1% |