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 | $50,912 | $112,881-54.9% | $90,951-44.0% | $158,922-68.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.46% | 215.79%-198.3pp | 134.60%-117.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $8,967 | $2,893+209.9% | $2,122+322.6% | $4,761+88.3% |
| Participant deferral / active EE | $6,575 | $4,128+59.3% | $3,373+94.9% | $5,982+9.9% |
| Admin fee / account holder | $13,011 | $8,041+61.8% | $5,959+118.4% | $11,246+15.7% |