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 | $62,555 | $217,402-71.2% | $185,823-66.3% | $167,490-62.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.49% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $16,983 | $5,873+189.2% | $5,167+228.7% | $4,837+251.1% |
| Participant deferral / active EE | $10,658 | $6,356+67.7% | $5,568+91.4% | $6,341+68.1% |
| Admin fee / account holder | $3,810 | $19,811-80.8% | $16,237-76.5% | $12,309-69.0% |