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 | $30,579 | $226,064-86.5% | $182,532-83.2% | $152,861-80.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 30.70% | 192.51%-161.8pp | 148.54%-117.8pp | 345.32%-314.6pp |
| Employer contribution / active EE | $6,010 | $4,978+20.7% | $4,076+47.4% | $4,762+26.2% |
| Participant deferral / active EE | $6,610 | $6,368+3.8% | $5,524+19.7% | $5,850+13.0% |
| Admin fee / account holder | $1,015 | $10,703-90.5% | $8,592-88.2% | $11,596-91.3% |