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 | $56,183 | $198,466-71.7% | $170,442-67.0% | $147,584-61.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.65% | 257.29%-245.6pp | 205.93%-194.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $8,483 | $6,184+37.2% | $5,433+56.2% | $4,876+74.0% |
| Participant deferral / active EE | $6,510 | $5,629+15.6% | $4,939+31.8% | $5,439+19.7% |
| Admin fee / account holder | $769 | $16,852-95.4% | $13,880-94.5% | $10,885-92.9% |