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 | $42,301 | $198,466-78.7% | $170,442-75.2% | $147,584-71.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.52% | 257.29%-237.8pp | 205.93%-186.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $12,320 | $6,184+99.2% | $5,433+126.8% | $4,876+152.7% |
| Participant deferral / active EE | $6,473 | $5,629+15.0% | $4,939+31.0% | $5,439+19.0% |
| Admin fee / account holder | $4,928 | $16,852-70.8% | $13,880-64.5% | $10,885-54.7% |