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 | $99,580 | $144,119-30.9% | $117,854-15.5% | $147,584-32.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.19% | 531.15%-517.0pp | 335.08%-320.9pp | 578.55%-564.4pp |
| Employer contribution / active EE | $6,162 | $4,896+25.8% | $3,786+62.7% | $4,876+26.4% |
| Participant deferral / active EE | $2,750 | $5,316-48.3% | $4,482-38.6% | $5,439-49.4% |
| Admin fee / account holder | $394 | $10,886-96.4% | $8,020-95.1% | $10,885-96.4% |