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 | $39,502 | $175,202-77.5% | $149,673-73.6% | $139,434-71.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.65% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $11,838 | $5,474+116.3% | $4,818+145.7% | $4,751+149.2% |
| Participant deferral / active EE | $8,344 | $6,519+28.0% | $5,680+46.9% | $6,710+24.3% |
| Admin fee / account holder | $2,444 | $16,150-84.9% | $13,210-81.5% | $11,403-78.6% |