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 | $81,284 | $144,119-43.6% | $117,854-31.0% | $147,584-44.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.37% | 531.15%-512.8pp | 335.08%-316.7pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,148 | $4,896-56.1% | $3,786-43.3% | $4,876-56.0% |
| Participant deferral / active EE | $14,073 | $5,316+164.7% | $4,482+214.0% | $5,439+158.8% |
| Admin fee / account holder | $345 | $10,886-96.8% | $8,020-95.7% | $10,885-96.8% |