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 | $55,808 | $203,436-72.6% | $152,466-63.4% | $167,490-66.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 21.66% | 13.80%+7.9pp | 757.33%-735.7pp | 478.56%-456.9pp |
| Employer contribution / active EE | $3,241 | $5,220-37.9% | $4,327-25.1% | $4,837-33.0% |
| Participant deferral / active EE | $7,351 | $6,716+9.5% | $5,820+26.3% | $6,341+15.9% |
| Admin fee / account holder | $3,990 | $22,506-82.3% | $15,805-74.8% | $12,309-67.6% |