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 | $122,537 | $99,020+23.7% | $86,590+41.5% | $147,584-17.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.48% | 1312.34%-1292.9pp | 964.84%-945.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,001 | $3,132-36.1% | $2,839-29.5% | $4,876-59.0% |
| Participant deferral / active EE | $11,182 | $3,972+181.5% | $3,609+209.9% | $5,439+105.6% |
| Admin fee / account holder | $763 | $5,710-86.6% | $4,906-84.4% | $10,885-93.0% |