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 | $34,766 | $138,044-74.8% | $125,339-72.3% | $134,475-74.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 15.01% | 750.33%-735.3pp | 572.05%-557.0pp | 417.96%-403.0pp |
| Employer contribution / active EE | $7,638 | $5,243+45.7% | $4,814+58.7% | $4,740+61.1% |
| Participant deferral / active EE | $8,444 | $7,799+8.3% | $7,446+13.4% | $6,400+31.9% |
| Admin fee / account holder | $16,059 | $11,571+38.8% | $10,010+60.4% | $11,426+40.6% |