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 | $75,790 | $226,064-66.5% | $182,532-58.5% | $152,861-50.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.23% | 192.51%-166.3pp | 148.54%-122.3pp | 345.32%-319.1pp |
| Employer contribution / active EE | $831 | $4,978-83.3% | $4,076-79.6% | $4,762-82.6% |
| Participant deferral / active EE | $13,467 | $6,368+111.5% | $5,524+143.8% | $5,850+130.2% |
| Admin fee / account holder | $959 | $10,703-91.0% | $8,592-88.8% | $11,596-91.7% |