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 | $38,086 | $210,648-81.9% | $177,989-78.6% | $145,922-73.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.75% | 385.86%-377.1pp | 294.48%-285.7pp | 561.29%-552.5pp |
| Employer contribution / active EE | $11,727 | $4,565+156.9% | $3,949+197.0% | $4,660+151.7% |
| Participant deferral / active EE | $11,958 | $6,958+71.9% | $6,276+90.5% | $6,688+78.8% |
| Admin fee / account holder | $130,292 | $12,013+984.6% | $10,363+1157.3% | $13,397+872.5% |