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 | $59,428 | $144,119-58.8% | $117,854-49.6% | $147,584-59.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.33% | 531.15%-516.8pp | 335.08%-320.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,475 | $4,896-49.5% | $3,786-34.6% | $4,876-49.3% |
| Participant deferral / active EE | $5,268 | $5,316-0.9% | $4,482+17.5% | $5,439-3.1% |
| Admin fee / account holder | $23,834 | $10,886+118.9% | $8,020+197.2% | $10,885+119.0% |