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 | $30,921 | $202,432-84.7% | $169,368-81.7% | $139,434-77.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.69% | 531.74%-516.0pp | 405.60%-389.9pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,110 | $4,692-55.0% | $4,013-47.4% | $4,751-55.6% |
| Participant deferral / active EE | $8,647 | $6,938+24.6% | $6,221+39.0% | $6,710+28.9% |
| Admin fee / account holder | $38,533 | $10,708+259.9% | $9,003+328.0% | $11,403+237.9% |