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 | $114,344 | $99,020+15.5% | $86,590+32.1% | $147,584-22.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.66% | 1312.34%-1302.7pp | 964.84%-955.2pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,786 | $3,132-43.0% | $2,839-37.1% | $4,876-63.4% |
| Participant deferral / active EE | $12,979 | $3,972+226.8% | $3,609+259.7% | $5,439+138.6% |
| Admin fee / account holder | $17,891 | $5,710+213.3% | $4,906+264.7% | $10,885+64.4% |