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 | $112,828 | $180,449-37.5% | $154,107-26.8% | $135,375-16.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.16% | 888.09%-883.9pp | 735.12%-731.0pp | 519.73%-515.6pp |
| Employer contribution / active EE | $12,008 | $6,035+99.0% | $5,298+126.7% | $4,779+151.3% |
| Participant deferral / active EE | $5,375 | $5,806-7.4% | $5,081+5.8% | $5,609-4.2% |
| Admin fee / account holder | $28,758 | $16,143+78.1% | $13,411+114.4% | $10,827+165.6% |