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 | $182,889 | $99,020+84.7% | $86,590+111.2% | $147,584+23.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.87% | 1312.34%-1291.5pp | 964.84%-944.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $3,436 | $3,132+9.7% | $2,839+21.0% | $4,876-29.5% |
| Participant deferral / active EE | $10,074 | $3,972+153.6% | $3,609+179.2% | $5,439+85.2% |
| Admin fee / account holder | $655 | $5,710-88.5% | $4,906-86.7% | $10,885-94.0% |