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 | $33,759 | $144,119-76.6% | $117,854-71.4% | $147,584-77.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.87% | 531.15%-515.3pp | 335.08%-319.2pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,831 | $4,896-62.6% | $3,786-51.6% | $4,876-62.4% |
| Participant deferral / active EE | $5,644 | $5,316+6.2% | $4,482+25.9% | $5,439+3.8% |
| Admin fee / account holder | $444 | $10,886-95.9% | $8,020-94.5% | $10,885-95.9% |