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 | $113,293 | $99,020+14.4% | $86,590+30.8% | $147,584-23.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.91% | 1312.34%-1292.4pp | 964.84%-944.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $5,309 | $3,132+69.5% | $2,839+87.0% | $4,876+8.9% |
| Participant deferral / active EE | $3,164 | $3,972-20.4% | $3,609-12.3% | $5,439-41.8% |
| Admin fee / account holder | $16,466 | $5,710+188.4% | $4,906+235.7% | $10,885+51.3% |