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 | $98,213 | $209,832-53.2% | $189,513-48.2% | $167,490-41.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.38% | 748.27%-730.9pp | 555.15%-537.8pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,360 | $6,914-65.9% | $6,162-61.7% | $4,837-51.2% |
| Participant deferral / active EE | $4,354 | $8,935-51.3% | $8,221-47.0% | $6,341-31.3% |
| Admin fee / account holder | $2,462 | $14,293-82.8% | $12,045-79.6% | $12,309-80.0% |