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 | $124,570 | $202,432-38.5% | $169,368-26.5% | $139,434-10.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.90% | 531.74%-515.8pp | 405.60%-389.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,933 | $4,692-37.5% | $4,013-26.9% | $4,751-38.3% |
| Participant deferral / active EE | $8,214 | $6,938+18.4% | $6,221+32.0% | $6,710+22.4% |
| Admin fee / account holder | $465 | $10,708-95.7% | $9,003-94.8% | $11,403-95.9% |