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 | $41,750 | $183,963-77.3% | $162,163-74.3% | $152,861-72.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.95% | 150.76%-126.8pp | 115.59%-91.6pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,437 | $6,371-61.8% | $5,614-56.6% | $4,762-48.8% |
| Participant deferral / active EE | $4,639 | $8,034-42.3% | $7,298-36.4% | $5,850-20.7% |
| Admin fee / account holder | $341 | $13,121-97.4% | $10,843-96.9% | $11,596-97.1% |