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 | $50,311 | $144,119-65.1% | $117,854-57.3% | $147,584-65.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.40% | 531.15%-518.7pp | 335.08%-322.7pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,845 | $4,896-41.9% | $3,786-24.9% | $4,876-41.7% |
| Participant deferral / active EE | $6,046 | $5,316+13.7% | $4,482+34.9% | $5,439+11.2% |
| Admin fee / account holder | $4,846 | $10,886-55.5% | $8,020-39.6% | $10,885-55.5% |