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 3-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 | $43,582 | $102,317-57.4% | $146,958-70.3% | $80,856-46.1% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 321.81% | 134.76%+187.0pp | 418.34%-96.5pp | 35.59%+286.2pp |
| Employer contribution / active EE | $10,990 | $3,713+196.0% | $4,933+122.8% | $2,755+298.9% |
| Participant deferral / active EE | $8,760 | $6,644+31.9% | $8,070+8.6% | $4,296+103.9% |
| Admin fee / account holder | $337 | $7,941-95.8% | $12,998-97.4% | $6,918-95.1% |