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 | $103,999 | $175,202-40.6% | $149,673-30.5% | $139,434-25.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.35% | 166.71%-154.4pp | 134.42%-122.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $8,011 | $5,474+46.3% | $4,818+66.3% | $4,751+68.6% |
| Participant deferral / active EE | $6,281 | $6,519-3.6% | $5,680+10.6% | $6,710-6.4% |
| Admin fee / account holder | $437 | $16,150-97.3% | $13,210-96.7% | $11,403-96.2% |