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 | $35,321 | $198,466-82.2% | $170,442-79.3% | $147,584-76.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.36% | 257.29%-233.9pp | 205.93%-182.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $13,731 | $6,184+122.1% | $5,433+152.7% | $4,876+181.6% |
| Participant deferral / active EE | $15,000 | $5,629+166.5% | $4,939+203.7% | $5,439+175.8% |
| Admin fee / account holder | $113,010 | $16,852+570.6% | $13,880+714.2% | $10,885+938.2% |