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 | $248,389 | $209,832+18.4% | $189,513+31.1% | $167,490+48.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.43% | 748.27%-732.8pp | 555.15%-539.7pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,775 | $6,914-59.9% | $6,162-55.0% | $4,837-42.6% |
| Participant deferral / active EE | $7,529 | $8,935-15.7% | $8,221-8.4% | $6,341+18.7% |
| Admin fee / account holder | $42,120 | $14,293+194.7% | $12,045+249.7% | $12,309+242.2% |