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 | $199,763 | $209,832-4.8% | $189,513+5.4% | $167,490+19.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.79% | 748.27%-727.5pp | 555.15%-534.4pp | 478.56%-457.8pp |
| Employer contribution / active EE | $2,174 | $6,914-68.6% | $6,162-64.7% | $4,837-55.1% |
| Participant deferral / active EE | $16,102 | $8,935+80.2% | $8,221+95.9% | $6,341+153.9% |
| Admin fee / account holder | $528 | $14,293-96.3% | $12,045-95.6% | $12,309-95.7% |