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 | $58,617 | $144,119-59.3% | $117,854-50.3% | $147,584-60.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.60% | 531.15%-516.5pp | 335.08%-320.5pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,739 | $4,896-44.1% | $3,786-27.7% | $4,876-43.8% |
| Participant deferral / active EE | $1,716 | $5,316-67.7% | $4,482-61.7% | $5,439-68.5% |
| Admin fee / account holder | $578 | $10,886-94.7% | $8,020-92.8% | $10,885-94.7% |