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 | $56,963 | $160,055-64.4% | $140,016-59.3% | $135,375-57.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.44% | 911.38%-906.9pp | 651.12%-646.7pp | 519.73%-515.3pp |
| Employer contribution / active EE | $2,744 | $6,420-57.3% | $5,606-51.0% | $4,779-42.6% |
| Participant deferral / active EE | $14,480 | $7,642+89.5% | $6,927+109.0% | $5,609+158.2% |
| Admin fee / account holder | $34,947 | $13,328+162.2% | $10,705+226.4% | $10,827+222.8% |