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 | $33,570 | $180,449-81.4% | $154,107-78.2% | $135,375-75.2% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | 10.91% | 888.09%-877.2pp | 735.12%-724.2pp | 519.73%-508.8pp |
| Employer contribution / active EE | $2,359 | $6,035-60.9% | $5,298-55.5% | $4,779-50.6% |
| Participant deferral / active EE | $8,857 | $5,806+52.5% | $5,081+74.3% | $5,609+57.9% |
| Admin fee / account holder | $6,825 | $16,143-57.7% | $13,411-49.1% | $10,827-37.0% |