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 | $53,808 | $157,256-65.8% | $141,162-61.9% | $152,861-64.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.75% | 64.32%-39.6pp | 71.39%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $4,190 | $5,261-20.4% | $4,735-11.5% | $4,762-12.0% |
| Participant deferral / active EE | $9,009 | $7,109+26.7% | $6,709+34.3% | $5,850+54.0% |
| Admin fee / account holder | $325 | $12,120-97.3% | $10,261-96.8% | $11,596-97.2% |