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 | $60,737 | $217,402-72.1% | $185,823-67.3% | $167,490-63.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.41% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $7,662 | $5,873+30.5% | $5,167+48.3% | $4,837+58.4% |
| Participant deferral / active EE | $8,156 | $6,356+28.3% | $5,568+46.5% | $6,341+28.6% |
| Admin fee / account holder | $654 | $19,811-96.7% | $16,237-96.0% | $12,309-94.7% |