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 | $57,817 | $144,119-59.9% | $117,854-50.9% | $147,584-60.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.17% | 531.15%-513.0pp | 335.08%-316.9pp | 578.55%-560.4pp |
| Employer contribution / active EE | $6,238 | $4,896+27.4% | $3,786+64.8% | $4,876+27.9% |
| Participant deferral / active EE | $11,125 | $5,316+109.3% | $4,482+148.2% | $5,439+104.6% |
| Admin fee / account holder | $1,127 | $10,886-89.7% | $8,020-86.0% | $10,885-89.6% |