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 | $15,122 | $108,642-86.1% | $74,701-79.8% | $152,861-90.1% |
| Participation rate | 94.4% | 65.3%+29.1pp | 54.5%+40.0pp | 82.4%+12.0pp |
| Annual return | 20.49% | 114.06%-93.6pp | 752.92%-732.4pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,251 | $1,503+49.8% | $1,084+107.7% | $4,762-52.7% |
| Participant deferral / active EE | $3,371 | $2,712+24.3% | $1,964+71.7% | $5,850-42.4% |
| Admin fee / account holder | $3,914 | $4,902-20.2% | $3,333+17.4% | $11,596-66.2% |