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 | $59,204 | $226,064-73.8% | $182,532-67.6% | $152,861-61.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.17% | 192.51%-168.3pp | 148.54%-124.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $5,620 | $4,978+12.9% | $4,076+37.9% | $4,762+18.0% |
| Participant deferral / active EE | $2,157 | $6,368-66.1% | $5,524-61.0% | $5,850-63.1% |
| Admin fee / account holder | $14,213 | $10,703+32.8% | $8,592+65.4% | $11,596+22.6% |