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 | $53,475 | $99,020-46.0% | $86,590-38.2% | $147,584-63.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 40.33% | 1312.34%-1272.0pp | 964.84%-924.5pp | 578.55%-538.2pp |
| Employer contribution / active EE | $7,519 | $3,132+140.1% | $2,839+164.8% | $4,876+54.2% |
| Participant deferral / active EE | $8,421 | $3,972+112.0% | $3,609+133.4% | $5,439+54.8% |
| Admin fee / account holder | $1,714 | $5,710-70.0% | $4,906-65.1% | $10,885-84.3% |