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 | $24,544 | $99,020-75.2% | $86,590-71.7% | $147,584-83.4% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 19.28% | 1312.34%-1293.1pp | 964.84%-945.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $5,717 | $3,132+82.5% | $2,839+101.4% | $4,876+17.2% |
| Participant deferral / active EE | $5,717 | $3,972+43.9% | $3,609+58.4% | $5,439+5.1% |
| Admin fee / account holder | $7,864 | $5,710+37.7% | $4,906+60.3% | $10,885-27.8% |