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 | $64,213 | $209,832-69.4% | $189,513-66.1% | $167,490-61.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.14% | 748.27%-738.1pp | 555.15%-545.0pp | 478.56%-468.4pp |
| Employer contribution / active EE | $14,307 | $6,914+106.9% | $6,162+132.2% | $4,837+195.7% |
| Participant deferral / active EE | $10,361 | $8,935+16.0% | $8,221+26.0% | $6,341+63.4% |
| Admin fee / account holder | $3,564 | $14,293-75.1% | $12,045-70.4% | $12,309-71.0% |