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 | $89,908 | $180,449-50.2% | $154,107-41.7% | $135,375-33.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.90% | 888.09%-882.2pp | 735.12%-729.2pp | 519.73%-513.8pp |
| Employer contribution / active EE | $11,318 | $6,035+87.5% | $5,298+113.7% | $4,779+136.8% |
| Participant deferral / active EE | $5,866 | $5,806+1.0% | $5,081+15.5% | $5,609+4.6% |
| Admin fee / account holder | $22,318 | $16,143+38.3% | $13,411+66.4% | $10,827+106.1% |