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 | $32,065 | $144,119-77.8% | $117,854-72.8% | $147,584-78.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.62% | 531.15%-519.5pp | 335.08%-323.5pp | 578.55%-566.9pp |
| Employer contribution / active EE | $3,506 | $4,896-28.4% | $3,786-7.4% | $4,876-28.1% |
| Participant deferral / active EE | $5,789 | $5,316+8.9% | $4,482+29.2% | $5,439+6.4% |
| Admin fee / account holder | $1,004 | $10,886-90.8% | $8,020-87.5% | $10,885-90.8% |