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 | $41,538 | $114,381-63.7% | $107,525-61.4% | $142,382-70.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.84% | 242.71%-219.9pp | 181.32%-158.5pp | 217.08%-194.2pp |
| Employer contribution / active EE | $8,829 | $4,015+119.9% | $3,754+135.2% | $4,299+105.4% |
| Participant deferral / active EE | $21,689 | $5,564+289.8% | $5,116+324.0% | $6,507+233.3% |
| Admin fee / account holder | $27,933 | $9,860+183.3% | $8,919+213.2% | $12,624+121.3% |