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 | $34,355 | $144,119-76.2% | $117,854-70.8% | $147,584-76.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.11% | 531.15%-522.0pp | 335.08%-326.0pp | 578.55%-569.4pp |
| Employer contribution / active EE | $7,934 | $4,896+62.0% | $3,786+109.6% | $4,876+62.7% |
| Participant deferral / active EE | $6,910 | $5,316+30.0% | $4,482+54.2% | $5,439+27.1% |
| Admin fee / account holder | $4,704 | $10,886-56.8% | $8,020-41.3% | $10,885-56.8% |