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 | $67,670 | $144,119-53.0% | $117,854-42.6% | $147,584-54.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.51% | 531.15%-513.6pp | 335.08%-317.6pp | 578.55%-561.0pp |
| Employer contribution / active EE | $7,449 | $4,896+52.1% | $3,786+96.8% | $4,876+52.8% |
| Participant deferral / active EE | $16,511 | $5,316+210.6% | $4,482+268.4% | $5,439+203.6% |
| Admin fee / account holder | $10,846 | $10,886-0.4% | $8,020+35.2% | $10,885-0.4% |