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 | $78,751 | $209,832-62.5% | $189,513-58.4% | $167,490-53.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 24.40% | 748.27%-723.9pp | 555.15%-530.8pp | 478.56%-454.2pp |
| Employer contribution / active EE | $4,838 | $6,914-30.0% | $6,162-21.5% | $4,8370% |
| Participant deferral / active EE | $11,982 | $8,935+34.1% | $8,221+45.7% | $6,341+89.0% |
| Admin fee / account holder | $67,123 | $14,293+369.6% | $12,045+457.3% | $12,309+445.3% |