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 | $114,183 | $198,466-42.5% | $170,442-33.0% | $147,584-22.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.20% | 257.29%-247.1pp | 205.93%-195.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,502 | $6,184-59.5% | $5,433-53.9% | $4,876-48.7% |
| Participant deferral / active EE | $7,059 | $5,629+25.4% | $4,939+42.9% | $5,439+29.8% |
| Admin fee / account holder | $49,691 | $16,852+194.9% | $13,880+258.0% | $10,885+356.5% |