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 | $51,462 | $202,432-74.6% | $169,368-69.6% | $139,434-63.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.46% | 531.74%-520.3pp | 405.60%-394.1pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,861 | $4,692-39.0% | $4,013-28.7% | $4,751-39.8% |
| Participant deferral / active EE | $20,808 | $6,938+199.9% | $6,221+234.5% | $6,710+210.1% |
| Admin fee / account holder | $34,178 | $10,708+219.2% | $9,003+279.6% | $11,403+199.7% |