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 | $34,725 | $152,587-77.2% | $125,175-72.3% | $152,861-77.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 58.76% | 54.84%+3.9pp | 43.79%+15.0pp | 345.32%-286.6pp |
| Employer contribution / active EE | $6,313 | $4,946+27.6% | $3,865+63.3% | $4,762+32.6% |
| Participant deferral / active EE | $5,631 | $5,868-4.0% | $4,937+14.1% | $5,850-3.7% |
| Admin fee / account holder | $126,485 | $13,434+841.5% | $9,702+1203.7% | $11,596+990.7% |