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 | $31,556 | $107,334-70.6% | $92,893-66.0% | $152,861-79.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.19% | 145.58%-128.4pp | 109.41%-92.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $15,769 | $4,221+273.6% | $3,653+331.7% | $4,762+231.1% |
| Participant deferral / active EE | $14,575 | $4,845+200.8% | $4,236+244.1% | $5,850+149.1% |
| Admin fee / account holder | $180,697 | $7,079+2452.5% | $5,794+3018.7% | $11,596+1458.2% |