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 | $40,102 | $111,724-64.1% | $93,606-57.2% | $145,922-72.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.35% | 202.98%-185.6pp | 133.20%-115.8pp | 561.29%-543.9pp |
| Employer contribution / active EE | $3,964 | $3,090+28.3% | $2,420+63.8% | $4,660-14.9% |
| Participant deferral / active EE | $1,828 | $4,912-62.8% | $4,411-58.6% | $6,688-72.7% |
| Admin fee / account holder | $12,102 | $10,250+18.1% | $8,285+46.1% | $13,397-9.7% |