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 | $72,103 | $209,832-65.6% | $189,513-62.0% | $167,490-57.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.99% | 748.27%-729.3pp | 555.15%-536.2pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,385 | $6,914-65.5% | $6,162-61.3% | $4,837-50.7% |
| Participant deferral / active EE | $6,378 | $8,935-28.6% | $8,221-22.4% | $6,341+0.6% |
| Admin fee / account holder | $7,525 | $14,293-47.4% | $12,045-37.5% | $12,309-38.9% |