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 | $128,174 | $99,020+29.4% | $86,590+48.0% | $147,584-13.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.08% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $5,509 | $3,132+75.9% | $2,839+94.0% | $4,876+13.0% |
| Participant deferral / active EE | $5,961 | $3,972+50.1% | $3,609+65.2% | $5,439+9.6% |
| Admin fee / account holder | $3,548 | $5,710-37.9% | $4,906-27.7% | $10,885-67.4% |