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 | $22,597 | $127,386-82.3% | $115,037-80.4% | $125,391-82.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 786.01% | 31.28%+754.7pp | 26.14%+759.9pp | 282.22%+503.8pp |
| Employer contribution / active EE | $1,059 | $5,166-79.5% | $4,608-77.0% | $4,866-78.2% |
| Participant deferral / active EE | $2,921 | $6,423-54.5% | $6,026-51.5% | $5,352-45.4% |
| Admin fee / account holder | $389 | $9,516-95.9% | $8,175-95.2% | $9,540-95.9% |