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 | $105,967 | $209,832-49.5% | $189,513-44.1% | $167,490-36.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.36% | 748.27%-732.9pp | 555.15%-539.8pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,855 | $6,914-58.7% | $6,162-53.7% | $4,837-41.0% |
| Participant deferral / active EE | $10,783 | $8,935+20.7% | $8,221+31.2% | $6,341+70.0% |
| Admin fee / account holder | $1,375 | $14,293-90.4% | $12,045-88.6% | $12,309-88.8% |