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 | $112,235 | $209,832-46.5% | $189,513-40.8% | $167,490-33.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.72% | 748.27%-729.6pp | 555.15%-536.4pp | 478.56%-459.8pp |
| Employer contribution / active EE | $1,872 | $6,914-72.9% | $6,162-69.6% | $4,837-61.3% |
| Participant deferral / active EE | $10,732 | $8,935+20.1% | $8,221+30.5% | $6,341+69.2% |
| Admin fee / account holder | $898 | $14,293-93.7% | $12,045-92.5% | $12,309-92.7% |