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 | $136,357 | $99,020+37.7% | $86,590+57.5% | $147,584-7.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.64% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $10,207 | $3,132+225.9% | $2,839+259.5% | $4,876+109.3% |
| Participant deferral / active EE | $16,790 | $3,972+322.7% | $3,609+365.3% | $5,439+208.7% |
| Admin fee / account holder | $2,513 | $5,710-56.0% | $4,906-48.8% | $10,885-76.9% |