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 | $40,492 | $144,119-71.9% | $117,854-65.6% | $147,584-72.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.43% | 531.15%-510.7pp | 335.08%-314.6pp | 578.55%-558.1pp |
| Employer contribution / active EE | $7,650 | $4,896+56.2% | $3,786+102.1% | $4,876+56.9% |
| Participant deferral / active EE | $3,937 | $5,316-25.9% | $4,482-12.2% | $5,439-27.6% |
| Admin fee / account holder | $379 | $10,886-96.5% | $8,020-95.3% | $10,885-96.5% |