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 | $201,339 | $99,020+103.3% | $86,590+132.5% | $147,584+36.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.39% | 1312.34%-1292.9pp | 964.84%-945.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $7,775 | $3,132+148.3% | $2,839+173.8% | $4,876+59.4% |
| Participant deferral / active EE | $12,250 | $3,972+208.4% | $3,609+239.5% | $5,439+125.2% |
| Admin fee / account holder | $2,904 | $5,710-49.1% | $4,906-40.8% | $10,885-73.3% |