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 | $48,959 | $144,119-66.0% | $117,854-58.5% | $147,584-66.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.91% | 531.15%-518.2pp | 335.08%-322.2pp | 578.55%-565.6pp |
| Employer contribution / active EE | $9,555 | $4,896+95.1% | $3,786+152.4% | $4,876+95.9% |
| Participant deferral / active EE | $5,720 | $5,316+7.6% | $4,482+27.6% | $5,439+5.2% |
| Admin fee / account holder | $2,746 | $10,886-74.8% | $8,020-65.8% | $10,885-74.8% |