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 | $40,613 | $98,750-58.9% | $149,696-72.9% | $79,858-49.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 37.75% | 27.43%+10.3pp | 276.60%-238.9pp | 31.71%+6.0pp |
| Employer contribution / active EE | $5,845 | $3,216+81.7% | $4,644+25.9% | $2,471+136.6% |
| Participant deferral / active EE | $9,761 | $5,680+71.8% | $6,842+42.7% | $3,740+161.0% |
| Admin fee / account holder | $1,193 | $6,053-80.3% | $9,309-87.2% | $5,306-77.5% |