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 | $82,353 | $144,119-42.9% | $117,854-30.1% | $147,584-44.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.73% | 531.15%-518.4pp | 335.08%-322.3pp | 578.55%-565.8pp |
| Employer contribution / active EE | $11,850 | $4,896+142.0% | $3,786+213.0% | $4,876+143.0% |
| Participant deferral / active EE | $4,441 | $5,316-16.5% | $4,482-0.9% | $5,439-18.3% |
| Admin fee / account holder | $3,562 | $10,886-67.3% | $8,020-55.6% | $10,885-67.3% |