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 | $121,561 | $138,044-11.9% | $125,339-3.0% | $134,475-9.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.97% | 750.33%-748.4pp | 572.05%-570.1pp | 417.96%-416.0pp |
| Employer contribution / active EE | $13,120 | $5,243+150.2% | $4,814+172.6% | $4,740+176.8% |
| Participant deferral / active EE | $12,605 | $7,799+61.6% | $7,446+69.3% | $6,400+97.0% |
| Admin fee / account holder | $514 | $11,571-95.6% | $10,010-94.9% | $11,426-95.5% |