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 | $54,559 | $226,064-75.9% | $182,532-70.1% | $152,861-64.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 32.77% | 192.51%-159.7pp | 148.54%-115.8pp | 345.32%-312.5pp |
| Employer contribution / active EE | $3,046 | $4,978-38.8% | $4,076-25.3% | $4,762-36.0% |
| Participant deferral / active EE | $9,046 | $6,368+42.1% | $5,524+63.8% | $5,850+54.6% |
| Admin fee / account holder | $394 | $10,703-96.3% | $8,592-95.4% | $11,596-96.6% |