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 | $10,934 | $104,106-89.5% | $71,086-84.6% | $135,375-91.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 10.85% | 1256.30%-1245.5pp | 650.59%-639.7pp | 519.73%-508.9pp |
| Employer contribution / active EE | $679 | $1,485-54.3% | $1,088-37.6% | $4,779-85.8% |
| Participant deferral / active EE | $1,095 | $2,527-56.7% | $1,874-41.6% | $5,609-80.5% |
| Admin fee / account holder | $764 | $4,142-81.6% | $3,082-75.2% | $10,827-92.9% |