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 | $137,144 | $209,832-34.6% | $189,513-27.6% | $167,490-18.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.69% | 748.27%-732.6pp | 555.15%-539.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $4,034 | $6,914-41.7% | $6,162-34.5% | $4,837-16.6% |
| Participant deferral / active EE | $3,830 | $8,935-57.1% | $8,221-53.4% | $6,341-39.6% |
| Admin fee / account holder | $29,725 | $14,293+108.0% | $12,045+146.8% | $12,309+141.5% |