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 | $37,510 | $232,540-83.9% | $185,117-79.7% | $147,584-74.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.53% | 43.03%-30.5pp | 40.50%-28.0pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,909 | $5,195-24.8% | $4,182-6.5% | $4,876-19.8% |
| Participant deferral / active EE | $7,657 | $5,834+31.3% | $5,045+51.8% | $5,439+40.8% |
| Admin fee / account holder | $2,235 | $10,275-78.3% | $8,159-72.6% | $10,885-79.5% |