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 | $29,548 | $144,119-79.5% | $117,854-74.9% | $147,584-80.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.34% | 531.15%-508.8pp | 335.08%-312.7pp | 578.55%-556.2pp |
| Employer contribution / active EE | $10,753 | $4,896+119.6% | $3,786+184.0% | $4,876+120.5% |
| Participant deferral / active EE | $7,035 | $5,316+32.3% | $4,482+57.0% | $5,439+29.4% |
| Admin fee / account holder | $6,113 | $10,886-43.8% | $8,020-23.8% | $10,885-43.8% |