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 | $87,511 | $209,832-58.3% | $189,513-53.8% | $167,490-47.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.58% | 748.27%-719.7pp | 555.15%-526.6pp | 478.56%-450.0pp |
| Employer contribution / active EE | $7,000 | $6,914+1.2% | $6,162+13.6% | $4,837+44.7% |
| Participant deferral / active EE | $21,667 | $8,935+142.5% | $8,221+163.5% | $6,341+241.7% |
| Admin fee / account holder | $3,685 | $14,293-74.2% | $12,045-69.4% | $12,309-70.1% |