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 | $199,781 | $99,020+101.8% | $86,590+130.7% | $147,584+35.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.25% | 1312.34%-1294.1pp | 964.84%-946.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $8,115 | $3,132+159.1% | $2,839+185.8% | $4,876+66.4% |
| Participant deferral / active EE | $9,214 | $3,972+132.0% | $3,609+155.3% | $5,439+69.4% |
| Admin fee / account holder | $3,490 | $5,710-38.9% | $4,906-28.8% | $10,885-67.9% |