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 | $143,978 | $160,055-10.0% | $140,016+2.8% | $135,375+6.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 6.77% | 911.38%-904.6pp | 651.12%-644.3pp | 519.73%-513.0pp |
| Employer contribution / active EE | $2,833 | $6,420-55.9% | $5,606-49.5% | $4,779-40.7% |
| Participant deferral / active EE | $5,131 | $7,642-32.9% | $6,927-25.9% | $5,609-8.5% |
| Admin fee / account holder | $778 | $13,328-94.2% | $10,705-92.7% | $10,827-92.8% |