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 | $104,000 | $180,449-42.4% | $154,107-32.5% | $135,375-23.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.86% | 888.09%-878.2pp | 735.12%-725.3pp | 519.73%-509.9pp |
| Employer contribution / active EE | $2,154 | $6,035-64.3% | $5,298-59.3% | $4,779-54.9% |
| Participant deferral / active EE | $6,055 | $5,806+4.3% | $5,081+19.2% | $5,609+8.0% |
| Admin fee / account holder | $718 | $16,143-95.6% | $13,411-94.6% | $10,827-93.4% |