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 | $37,874 | $152,587-75.2% | $125,175-69.7% | $152,861-75.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.69% | 54.84%-43.1pp | 43.79%-32.1pp | 345.32%-333.6pp |
| Employer contribution / active EE | $14,911 | $4,946+201.5% | $3,865+285.7% | $4,762+213.1% |
| Participant deferral / active EE | $4,856 | $5,868-17.2% | $4,937-1.6% | $5,850-17.0% |
| Admin fee / account holder | $44,219 | $13,434+229.2% | $9,702+355.8% | $11,596+281.3% |