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 | $67,021 | $209,832-68.1% | $189,513-64.6% | $167,490-60.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.71% | 748.27%-727.6pp | 555.15%-534.4pp | 478.56%-457.8pp |
| Employer contribution / active EE | $2,716 | $6,914-60.7% | $6,162-55.9% | $4,837-43.9% |
| Participant deferral / active EE | $7,550 | $8,935-15.5% | $8,221-8.2% | $6,341+19.1% |
| Admin fee / account holder | $657 | $14,293-95.4% | $12,045-94.5% | $12,309-94.7% |