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 | $57,875 | $198,466-70.8% | $170,442-66.0% | $147,584-60.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.27% | 257.29%-238.0pp | 205.93%-186.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $11,049 | $6,184+78.7% | $5,433+103.4% | $4,876+126.6% |
| Participant deferral / active EE | $6,676 | $5,629+18.6% | $4,939+35.2% | $5,439+22.8% |
| Admin fee / account holder | $999 | $16,852-94.1% | $13,880-92.8% | $10,885-90.8% |