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 | $48,050 | $144,119-66.7% | $117,854-59.2% | $147,584-67.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.69% | 531.15%-522.5pp | 335.08%-326.4pp | 578.55%-569.9pp |
| Employer contribution / active EE | $10,743 | $4,896+119.4% | $3,786+183.7% | $4,876+120.3% |
| Participant deferral / active EE | $6,144 | $5,316+15.6% | $4,482+37.1% | $5,439+13.0% |
| Admin fee / account holder | $314 | $10,886-97.1% | $8,020-96.1% | $10,885-97.1% |