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 | $74,509 | $99,020-24.8% | $86,590-14.0% | $147,584-49.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.69% | 1312.34%-1297.6pp | 964.84%-950.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $8,388 | $3,132+167.8% | $2,839+195.4% | $4,876+72.0% |
| Participant deferral / active EE | $1,225 | $3,972-69.2% | $3,609-66.1% | $5,439-77.5% |
| Admin fee / account holder | $1,660 | $5,710-70.9% | $4,906-66.2% | $10,885-84.7% |