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 | $75,843 | $210,648-64.0% | $177,989-57.4% | $145,922-48.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.46% | 385.86%-371.4pp | 294.48%-280.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $7,592 | $4,565+66.3% | $3,949+92.3% | $4,660+62.9% |
| Participant deferral / active EE | $21,098 | $6,958+203.2% | $6,276+236.2% | $6,688+215.5% |
| Admin fee / account holder | $24,712 | $12,013+105.7% | $10,363+138.5% | $13,397+84.5% |