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 | $81,351 | $226,064-64.0% | $182,532-55.4% | $152,861-46.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 12.48% | 192.51%-180.0pp | 148.54%-136.1pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,137 | $4,978-77.2% | $4,076-72.1% | $4,762-76.1% |
| Participant deferral / active EE | $10,000 | $6,368+57.0% | $5,524+81.0% | $5,850+70.9% |
| Admin fee / account holder | $757 | $10,703-92.9% | $8,592-91.2% | $11,596-93.5% |