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 | $127,331 | $99,020+28.6% | $86,590+47.1% | $147,584-13.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.78% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $10,235 | $3,132+226.8% | $2,839+260.5% | $4,876+109.9% |
| Participant deferral / active EE | $1,788 | $3,972-55.0% | $3,609-50.5% | $5,439-67.1% |
| Admin fee / account holder | $491 | $5,710-91.4% | $4,906-90.0% | $10,885-95.5% |