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 | $115,789 | $99,020+16.9% | $86,590+33.7% | $147,584-21.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.72% | 1312.34%-1292.6pp | 964.84%-945.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $5,455 | $3,132+74.2% | $2,839+92.1% | $4,876+11.9% |
| Participant deferral / active EE | $2,246 | $3,972-43.5% | $3,609-37.8% | $5,439-58.7% |
| Admin fee / account holder | $2,578 | $5,710-54.8% | $4,906-47.4% | $10,885-76.3% |