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 | $34,001 | $144,119-76.4% | $117,854-71.1% | $147,584-77.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 25.45% | 531.15%-505.7pp | 335.08%-309.6pp | 578.55%-553.1pp |
| Employer contribution / active EE | $6,910 | $4,896+41.1% | $3,786+82.5% | $4,876+41.7% |
| Participant deferral / active EE | $5,984 | $5,316+12.6% | $4,482+33.5% | $5,439+10.0% |
| Admin fee / account holder | $877 | $10,886-91.9% | $8,020-89.1% | $10,885-91.9% |