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 | $35,861 | $104,907-65.8% | $84,611-57.6% | $152,861-76.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.51% | 373.79%-351.3pp | 258.74%-236.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,969 | $3,302+20.2% | $2,652+49.7% | $4,762-16.7% |
| Participant deferral / active EE | $11,674 | $4,688+149.0% | $3,899+199.4% | $5,850+99.5% |
| Admin fee / account holder | $8,656 | $6,241+38.7% | $4,912+76.2% | $11,596-25.4% |