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 | $139,960 | $209,832-33.3% | $189,513-26.1% | $167,490-16.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.73% | 748.27%-722.5pp | 555.15%-529.4pp | 478.56%-452.8pp |
| Employer contribution / active EE | $8,117 | $6,914+17.4% | $6,162+31.7% | $4,837+67.8% |
| Participant deferral / active EE | $9,418 | $8,935+5.4% | $8,221+14.6% | $6,341+48.5% |
| Admin fee / account holder | $6,144 | $14,293-57.0% | $12,045-49.0% | $12,309-50.1% |