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 | $117,653 | $99,020+18.8% | $86,590+35.9% | $147,584-20.3% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 14.37% | 1312.34%-1298.0pp | 964.84%-950.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,561 | $3,132-18.2% | $2,839-9.8% | $4,876-47.5% |
| Participant deferral / active EE | $8,933 | $3,972+124.9% | $3,609+147.5% | $5,439+64.2% |
| Admin fee / account holder | $64,596 | $5,710+1031.2% | $4,906+1216.8% | $10,885+493.4% |