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 | $32,860 | $138,065-76.2% | $123,544-73.4% | $135,375-75.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.38% | 153.68%-146.3pp | 119.20%-111.8pp | 519.73%-512.4pp |
| Employer contribution / active EE | $4,977 | $5,151-3.4% | $4,628+7.6% | $4,779+4.2% |
| Participant deferral / active EE | $10,121 | $6,799+48.9% | $6,426+57.5% | $5,609+80.4% |
| Admin fee / account holder | $669 | $10,916-93.9% | $9,284-92.8% | $10,827-93.8% |