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 | $134,063 | $99,020+35.4% | $86,590+54.8% | $147,584-9.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.43% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $12,986 | $3,132+314.6% | $2,839+357.4% | $4,876+166.3% |
| Participant deferral / active EE | $10,771 | $3,972+171.2% | $3,609+198.5% | $5,439+98.0% |
| Admin fee / account holder | $1,840 | $5,710-67.8% | $4,906-62.5% | $10,885-83.1% |