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 | $35,482 | $169,032-79.0% | $129,207-72.5% | $145,922-75.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.22% | 14330.11%-14319.9pp | 9417.33%-9407.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,446 | $5,537-55.8% | $4,153-41.1% | $4,660-47.5% |
| Participant deferral / active EE | $4,624 | $4,987-7.3% | $4,168+11.0% | $6,688-30.9% |
| Admin fee / account holder | $44,672 | $9,954+348.8% | $7,715+479.1% | $13,397+233.5% |