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 | $33,324 | $138,044-75.9% | $125,339-73.4% | $134,475-75.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 16.35% | 750.33%-734.0pp | 572.05%-555.7pp | 417.96%-401.6pp |
| Employer contribution / active EE | $4,907 | $5,243-6.4% | $4,814+1.9% | $4,740+3.5% |
| Participant deferral / active EE | $10,193 | $7,799+30.7% | $7,446+36.9% | $6,400+59.3% |
| Admin fee / account holder | $455 | $11,571-96.1% | $10,010-95.5% | $11,426-96.0% |