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 | $59,389 | $175,202-66.1% | $149,673-60.3% | $139,434-57.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.27% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $7,507 | $5,474+37.1% | $4,818+55.8% | $4,751+58.0% |
| Participant deferral / active EE | $6,633 | $6,519+1.8% | $5,680+16.8% | $6,710-1.1% |
| Admin fee / account holder | $166,896 | $16,150+933.4% | $13,210+1163.4% | $11,403+1363.7% |