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 | $44,742 | $180,449-75.2% | $154,107-71.0% | $135,375-66.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 19.15% | 888.09%-868.9pp | 735.12%-716.0pp | 519.73%-500.6pp |
| Employer contribution / active EE | $4,221 | $6,035-30.1% | $5,298-20.3% | $4,779-11.7% |
| Participant deferral / active EE | $10,025 | $5,806+72.7% | $5,081+97.3% | $5,609+78.7% |
| Admin fee / account holder | $9,159 | $16,143-43.3% | $13,411-31.7% | $10,827-15.4% |