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 | $40,821 | $232,540-82.4% | $185,117-77.9% | $147,584-72.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.44% | 43.03%-22.6pp | 40.50%-20.1pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,752 | $5,195-27.8% | $4,182-10.3% | $4,876-23.1% |
| Participant deferral / active EE | $15,303 | $5,834+162.3% | $5,045+203.3% | $5,439+181.4% |
| Admin fee / account holder | $557 | $10,275-94.6% | $8,159-93.2% | $10,885-94.9% |