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 | $38,777 | $144,119-73.1% | $117,854-67.1% | $147,584-73.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.90% | 531.15%-512.2pp | 335.08%-316.2pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,070 | $4,896-57.7% | $3,786-45.3% | $4,876-57.5% |
| Participant deferral / active EE | $10,039 | $5,316+88.8% | $4,482+124.0% | $5,439+84.6% |
| Admin fee / account holder | $442 | $10,886-95.9% | $8,020-94.5% | $10,885-95.9% |