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 | $23,046 | $202,432-88.6% | $169,368-86.4% | $139,434-83.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.89% | 531.74%-512.8pp | 405.60%-386.7pp | 372.94%-354.0pp |
| Employer contribution / active EE | $5,082 | $4,692+8.3% | $4,013+26.6% | $4,751+7.0% |
| Participant deferral / active EE | $30,576 | $6,938+340.7% | $6,221+391.5% | $6,710+355.7% |
| Admin fee / account holder | $13,401 | $10,708+25.1% | $9,003+48.8% | $11,403+17.5% |