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 | $64,911 | $203,436-68.1% | $152,466-57.4% | $167,490-61.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 8.54% | 13.80%-5.3pp | 757.33%-748.8pp | 478.56%-470.0pp |
| Employer contribution / active EE | $25,303 | $5,220+384.7% | $4,327+484.8% | $4,837+423.1% |
| Participant deferral / active EE | $20,800 | $6,716+209.7% | $5,820+257.4% | $6,341+228.0% |
| Admin fee / account holder | $52,716 | $22,506+134.2% | $15,805+233.5% | $12,309+328.3% |