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 | $62,616 | $144,119-56.6% | $117,854-46.9% | $147,584-57.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.14% | 531.15%-514.0pp | 335.08%-317.9pp | 578.55%-561.4pp |
| Employer contribution / active EE | $5,244 | $4,896+7.1% | $3,786+38.5% | $4,876+7.5% |
| Participant deferral / active EE | $7,807 | $5,316+46.9% | $4,482+74.2% | $5,439+43.5% |
| Admin fee / account holder | $519 | $10,886-95.2% | $8,020-93.5% | $10,885-95.2% |