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 | $62,376 | $175,202-64.4% | $149,673-58.3% | $139,434-55.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.03% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $3,214 | $5,474-41.3% | $4,818-33.3% | $4,751-32.4% |
| Participant deferral / active EE | $7,403 | $6,519+13.6% | $5,680+30.3% | $6,710+10.3% |
| Admin fee / account holder | $419 | $16,150-97.4% | $13,210-96.8% | $11,403-96.3% |