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 | $38,046 | $135,635-71.9% | $110,238-65.5% | $135,375-71.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.28% | 513.19%-507.9pp | 314.74%-309.5pp | 519.73%-514.5pp |
| Employer contribution / active EE | $4,448 | $4,906-9.3% | $3,826+16.3% | $4,779-6.9% |
| Participant deferral / active EE | $9,113 | $5,506+65.5% | $4,672+95.1% | $5,609+62.5% |
| Admin fee / account holder | $13,071 | $11,457+14.1% | $8,547+52.9% | $10,827+20.7% |