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 | $96,677 | $209,832-53.9% | $189,513-49.0% | $167,490-42.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.77% | 748.27%-738.5pp | 555.15%-545.4pp | 478.56%-468.8pp |
| Employer contribution / active EE | $4,336 | $6,914-37.3% | $6,162-29.6% | $4,837-10.4% |
| Participant deferral / active EE | $5,456 | $8,935-38.9% | $8,221-33.6% | $6,341-14.0% |
| Admin fee / account holder | $34,224 | $14,293+139.4% | $12,045+184.1% | $12,309+178.0% |