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 | $153,549 | $209,832-26.8% | $189,513-19.0% | $167,490-8.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.93% | 748.27%-736.3pp | 555.15%-543.2pp | 478.56%-466.6pp |
| Employer contribution / active EE | $11,409 | $6,914+65.0% | $6,162+85.2% | $4,837+135.8% |
| Participant deferral / active EE | $10,806 | $8,935+20.9% | $8,221+31.4% | $6,341+70.4% |
| Admin fee / account holder | $3,017 | $14,293-78.9% | $12,045-75.0% | $12,309-75.5% |