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 | $63,337 | $209,832-69.8% | $189,513-66.6% | $167,490-62.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.84% | 748.27%-738.4pp | 555.15%-545.3pp | 478.56%-468.7pp |
| Employer contribution / active EE | $8,366 | $6,914+21.0% | $6,162+35.8% | $4,837+72.9% |
| Participant deferral / active EE | $10,655 | $8,935+19.3% | $8,221+29.6% | $6,341+68.0% |
| Admin fee / account holder | $15,265 | $14,293+6.8% | $12,045+26.7% | $12,309+24.0% |