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 | $67,928 | $138,065-50.8% | $123,544-45.0% | $135,375-49.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 24.45% | 153.68%-129.2pp | 119.20%-94.7pp | 519.73%-495.3pp |
| Employer contribution / active EE | $8,163 | $5,151+58.5% | $4,628+76.4% | $4,779+70.8% |
| Participant deferral / active EE | $22,129 | $6,799+225.5% | $6,426+244.4% | $5,609+294.5% |
| Admin fee / account holder | $16,280 | $10,916+49.1% | $9,284+75.4% | $10,827+50.4% |