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 | $40,186 | $198,466-79.8% | $170,442-76.4% | $147,584-72.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.03% | 257.29%-231.3pp | 205.93%-179.9pp | 578.55%-552.5pp |
| Employer contribution / active EE | $11,439 | $6,184+85.0% | $5,433+110.6% | $4,876+134.6% |
| Participant deferral / active EE | $4,544 | $5,629-19.3% | $4,939-8.0% | $5,439-16.4% |
| Admin fee / account holder | $620 | $16,852-96.3% | $13,880-95.5% | $10,885-94.3% |