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 | $68,761 | $202,432-66.0% | $169,368-59.4% | $139,434-50.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.06% | 531.74%-507.7pp | 405.60%-381.5pp | 372.94%-348.9pp |
| Employer contribution / active EE | $4,597 | $4,692-2.0% | $4,013+14.6% | $4,751-3.2% |
| Participant deferral / active EE | $7,786 | $6,938+12.2% | $6,221+25.1% | $6,710+16.0% |
| Admin fee / account holder | $8,367 | $10,708-21.9% | $9,003-7.1% | $11,403-26.6% |