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 | $60,882 | $99,020-38.5% | $86,590-29.7% | $147,584-58.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.68% | 1312.34%-1296.7pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $8,214 | $3,132+162.3% | $2,839+189.3% | $4,876+68.5% |
| Participant deferral / active EE | $8,018 | $3,972+101.8% | $3,609+122.2% | $5,439+47.4% |
| Admin fee / account holder | $7,202 | $5,710+26.1% | $4,906+46.8% | $10,885-33.8% |