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 | $35,236 | $209,411-83.2% | $178,490-80.3% | $158,922-77.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.14% | 188.75%-170.6pp | 151.07%-132.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,999 | $5,706-65.0% | $5,011-60.1% | $4,761-58.0% |
| Participant deferral / active EE | $5,387 | $5,954-9.5% | $5,202+3.6% | $5,982-9.9% |
| Admin fee / account holder | $653 | $17,074-96.2% | $13,984-95.3% | $11,246-94.2% |