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 | $53,090 | $99,020-46.4% | $86,590-38.7% | $147,584-64.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.74% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,699 | $3,132-45.8% | $2,839-40.2% | $4,876-65.2% |
| Participant deferral / active EE | $6,620 | $3,972+66.6% | $3,609+83.4% | $5,439+21.7% |
| Admin fee / account holder | $13,999 | $5,710+145.2% | $4,906+185.4% | $10,885+28.6% |