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 | $46,457 | $99,020-53.1% | $86,590-46.3% | $147,584-68.5% |
| Participation rate | 94.7% | 76.3%+18.4pp | 73.5%+21.2pp | 82.8%+11.9pp |
| Annual return | 11.05% | 1312.34%-1301.3pp | 964.84%-953.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $7,965 | $3,132+154.3% | $2,839+180.5% | $4,876+63.3% |
| Participant deferral / active EE | $5,690 | $3,972+43.3% | $3,609+57.7% | $5,439+4.6% |
| Admin fee / account holder | $7,123 | $5,710+24.7% | $4,906+45.2% | $10,885-34.6% |