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 | $112,726 | $99,020+13.8% | $86,590+30.2% | $147,584-23.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.45% | 1312.34%-1302.9pp | 964.84%-955.4pp | 578.55%-569.1pp |
| Employer contribution / active EE | $3,661 | $3,132+16.9% | $2,839+28.9% | $4,876-24.9% |
| Participant deferral / active EE | $6,198 | $3,972+56.0% | $3,609+71.8% | $5,439+14.0% |
| Admin fee / account holder | $47,288 | $5,710+728.1% | $4,906+864.0% | $10,885+334.4% |