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 | $75,900 | $144,119-47.3% | $117,854-35.6% | $147,584-48.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.34% | 531.15%-513.8pp | 335.08%-317.7pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,933 | $4,896-60.5% | $3,786-48.9% | $4,876-60.4% |
| Participant deferral / active EE | $5,133 | $5,316-3.4% | $4,482+14.5% | $5,439-5.6% |
| Admin fee / account holder | $623 | $10,886-94.3% | $8,020-92.2% | $10,885-94.3% |