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 | $53,188 | $144,119-63.1% | $117,854-54.9% | $147,584-64.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.70% | 531.15%-516.4pp | 335.08%-320.4pp | 578.55%-563.8pp |
| Employer contribution / active EE | $12,382 | $4,896+152.9% | $3,786+227.0% | $4,876+153.9% |
| Participant deferral / active EE | $7,489 | $5,316+40.9% | $4,482+67.1% | $5,439+37.7% |
| Admin fee / account holder | $575 | $10,886-94.7% | $8,020-92.8% | $10,885-94.7% |