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 | $87,008 | $99,020-12.1% | $86,590+0.5% | $147,584-41.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.24% | 1312.34%-1294.1pp | 964.84%-946.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $5,409 | $3,132+72.7% | $2,839+90.5% | $4,876+10.9% |
| Participant deferral / active EE | $6,295 | $3,972+58.5% | $3,609+74.4% | $5,439+15.7% |
| Admin fee / account holder | $7,483 | $5,710+31.1% | $4,906+52.5% | $10,885-31.3% |