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 | $67,941 | $175,202-61.2% | $149,673-54.6% | $139,434-51.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.35% | 166.71%-154.4pp | 134.42%-122.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $8,007 | $5,474+46.3% | $4,818+66.2% | $4,751+68.5% |
| Participant deferral / active EE | $8,082 | $6,519+24.0% | $5,680+42.3% | $6,710+20.4% |
| Admin fee / account holder | $1,948 | $16,150-87.9% | $13,210-85.3% | $11,403-82.9% |