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 | $98,334 | $144,119-31.8% | $117,854-16.6% | $147,584-33.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.43% | 531.15%-515.7pp | 335.08%-319.6pp | 578.55%-563.1pp |
| Employer contribution / active EE | $15,916 | $4,896+225.1% | $3,786+320.4% | $4,876+226.4% |
| Participant deferral / active EE | $10,089 | $5,316+89.8% | $4,482+125.1% | $5,439+85.5% |
| Admin fee / account holder | $676 | $10,886-93.8% | $8,020-91.6% | $10,885-93.8% |