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 | $98,885 | $232,540-57.5% | $185,117-46.6% | $147,584-33.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.66% | 43.03%-25.4pp | 40.50%-22.8pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,769 | $5,195-8.2% | $4,182+14.0% | $4,876-2.2% |
| Participant deferral / active EE | $18,000 | $5,834+208.6% | $5,045+256.8% | $5,439+231.0% |
| Admin fee / account holder | $359 | $10,275-96.5% | $8,159-95.6% | $10,885-96.7% |