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 | $49,711 | $159,901-68.9% | $146,958-66.2% | $145,922-65.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 14.40% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $7,399 | $5,286+40.0% | $4,933+50.0% | $4,660+58.8% |
| Participant deferral / active EE | $7,788 | $8,428-7.6% | $8,070-3.5% | $6,688+16.5% |
| Admin fee / account holder | $486 | $15,044-96.8% | $12,998-96.3% | $13,397-96.4% |