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 | $159,704 | $209,832-23.9% | $189,513-15.7% | $167,490-4.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.90% | 748.27%-734.4pp | 555.15%-541.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $39,523 | $6,914+471.6% | $6,162+541.4% | $4,837+717.0% |
| Participant deferral / active EE | $22,102 | $8,935+147.4% | $8,221+168.8% | $6,341+248.5% |
| Admin fee / account holder | $3,899 | $14,293-72.7% | $12,045-67.6% | $12,309-68.3% |