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 | $101,734 | $226,064-55.0% | $182,532-44.3% | $152,861-33.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 33.35% | 192.51%-159.2pp | 148.54%-115.2pp | 345.32%-312.0pp |
| Employer contribution / active EE | $3,375 | $4,978-32.2% | $4,076-17.2% | $4,762-29.1% |
| Participant deferral / active EE | $6,242 | $6,368-2.0% | $5,524+13.0% | $5,850+6.7% |
| Admin fee / account holder | $657 | $10,703-93.9% | $8,592-92.4% | $11,596-94.3% |