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 | $41,609 | $142,405-70.8% | $115,157-63.9% | $152,861-72.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 310.38% | 41.48%+268.9pp | 35.60%+274.8pp | 345.32%-34.9pp |
| Employer contribution / active EE | $7,570 | $4,010+88.8% | $3,179+138.1% | $4,762+59.0% |
| Participant deferral / active EE | $3,472 | $5,164-32.8% | $4,168-16.7% | $5,850-40.7% |
| Admin fee / account holder | $434 | $8,462-94.9% | $7,088-93.9% | $11,596-96.3% |