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 | $122,026 | $209,832-41.8% | $189,513-35.6% | $167,490-27.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.23% | 748.27%-727.0pp | 555.15%-533.9pp | 478.56%-457.3pp |
| Employer contribution / active EE | $4,825 | $6,914-30.2% | $6,162-21.7% | $4,837-0.3% |
| Participant deferral / active EE | $5,326 | $8,935-40.4% | $8,221-35.2% | $6,341-16.0% |
| Admin fee / account holder | $3,465 | $14,293-75.8% | $12,045-71.2% | $12,309-71.8% |