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 | $33,636 | $107,334-68.7% | $92,893-63.8% | $152,861-78.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.18% | 145.58%-131.4pp | 109.41%-95.2pp | 345.32%-331.1pp |
| Employer contribution / active EE | $11,816 | $4,221+179.9% | $3,653+223.5% | $4,762+148.1% |
| Participant deferral / active EE | $13,793 | $4,845+184.7% | $4,236+225.6% | $5,850+135.8% |
| Admin fee / account holder | $24,250 | $7,079+242.5% | $5,794+318.5% | $11,596+109.1% |