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 | $35,897 | $175,202-79.5% | $149,673-76.0% | $139,434-74.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.06% | 166.71%-151.6pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $20,004 | $5,474+265.4% | $4,818+315.2% | $4,751+321.1% |
| Participant deferral / active EE | $12,257 | $6,519+88.0% | $5,680+115.8% | $6,710+82.7% |
| Admin fee / account holder | $1,558 | $16,150-90.4% | $13,210-88.2% | $11,403-86.3% |