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 | $57,947 | $209,832-72.4% | $189,513-69.4% | $167,490-65.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.09% | 748.27%-728.2pp | 555.15%-535.1pp | 478.56%-458.5pp |
| Employer contribution / active EE | $2,818 | $6,914-59.2% | $6,162-54.3% | $4,837-41.8% |
| Participant deferral / active EE | $3,857 | $8,935-56.8% | $8,221-53.1% | $6,341-39.2% |
| Admin fee / account holder | $86,603 | $14,293+505.9% | $12,045+619.0% | $12,309+603.6% |