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 | $56,821 | $183,519-69.0% | $155,509-63.5% | $145,922-61.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $8,784 | $5,313+65.3% | $4,672+88.0% | $4,660+88.5% |
| Participant deferral / active EE | $5,114 | $6,462-20.9% | $5,626-9.1% | $6,688-23.5% |
| Admin fee / account holder | $2,147 | $19,313-88.9% | $15,912-86.5% | $13,397-84.0% |