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 | $41,451 | $209,411-80.2% | $178,490-76.8% | $158,922-73.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.50% | 188.75%-170.2pp | 151.07%-132.6pp | 302.83%-284.3pp |
| Employer contribution / active EE | $13,199 | $5,706+131.3% | $5,011+163.4% | $4,761+177.2% |
| Participant deferral / active EE | $3,983 | $5,954-33.1% | $5,202-23.4% | $5,982-33.4% |
| Admin fee / account holder | $473 | $17,074-97.2% | $13,984-96.6% | $11,246-95.8% |