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 | $53,082 | $198,466-73.3% | $170,442-68.9% | $147,584-64.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.25% | 257.29%-240.0pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $12,888 | $6,184+108.4% | $5,433+137.2% | $4,876+164.3% |
| Participant deferral / active EE | $8,498 | $5,629+51.0% | $4,939+72.0% | $5,439+56.2% |
| Admin fee / account holder | $445 | $16,852-97.4% | $13,880-96.8% | $10,885-95.9% |