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 | $44,983 | $138,044-67.4% | $125,339-64.1% | $134,475-66.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 12.38% | 750.33%-737.9pp | 572.05%-559.7pp | 417.96%-405.6pp |
| Employer contribution / active EE | $7,678 | $5,243+46.4% | $4,814+59.5% | $4,740+62.0% |
| Participant deferral / active EE | $4,847 | $7,799-37.8% | $7,446-34.9% | $6,400-24.3% |
| Admin fee / account holder | $5,925 | $11,571-48.8% | $10,010-40.8% | $11,426-48.1% |