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 | $34,646 | $202,432-82.9% | $169,368-79.5% | $139,434-75.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.67% | 531.74%-518.1pp | 405.60%-391.9pp | 372.94%-359.3pp |
| Employer contribution / active EE | $5,530 | $4,692+17.8% | $4,013+37.8% | $4,751+16.4% |
| Participant deferral / active EE | $3,029 | $6,938-56.3% | $6,221-51.3% | $6,710-54.9% |
| Admin fee / account holder | $449 | $10,708-95.8% | $9,003-95.0% | $11,403-96.1% |