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 | $109,303 | $209,832-47.9% | $189,513-42.3% | $167,490-34.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.04% | 748.27%-734.2pp | 555.15%-541.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $6,299 | $6,914-8.9% | $6,162+2.2% | $4,837+30.2% |
| Participant deferral / active EE | $5,840 | $8,935-34.6% | $8,221-29.0% | $6,341-7.9% |
| Admin fee / account holder | $2,779 | $14,293-80.6% | $12,045-76.9% | $12,309-77.4% |