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 3-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 | $48,081 | $210,648-77.2% | $177,989-73.0% | $145,922-67.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.18% | 385.86%-365.7pp | 294.48%-274.3pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,648 | $4,565-42.0% | $3,949-32.9% | $4,660-43.2% |
| Participant deferral / active EE | $16,808 | $6,958+141.6% | $6,276+167.8% | $6,688+151.3% |
| Admin fee / account holder | $1,108 | $12,013-90.8% | $10,363-89.3% | $13,397-91.7% |