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 | $79,490 | $144,119-44.8% | $117,854-32.6% | $147,584-46.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.04% | 531.15%-517.1pp | 335.08%-321.0pp | 578.55%-564.5pp |
| Employer contribution / active EE | $12,412 | $4,896+153.5% | $3,786+227.8% | $4,876+154.5% |
| Participant deferral / active EE | $5,283 | $5,316-0.6% | $4,482+17.9% | $5,439-2.9% |
| Admin fee / account holder | $670 | $10,886-93.8% | $8,020-91.6% | $10,885-93.8% |