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 | $36,455 | $102,317-64.4% | $146,958-75.2% | $80,856-54.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.39% | 134.76%-115.4pp | 418.34%-398.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $5,959 | $3,713+60.5% | $4,933+20.8% | $2,755+116.3% |
| Participant deferral / active EE | $13,935 | $6,644+109.7% | $8,070+72.7% | $4,296+224.4% |
| Admin fee / account holder | $3,199 | $7,941-59.7% | $12,998-75.4% | $6,918-53.8% |