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 | $23,297 | $138,044-83.1% | $125,339-81.4% | $134,475-82.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 11.36% | 750.33%-739.0pp | 572.05%-560.7pp | 417.96%-406.6pp |
| Employer contribution / active EE | $4,776 | $5,243-8.9% | $4,814-0.8% | $4,740+0.8% |
| Participant deferral / active EE | $8,292 | $7,799+6.3% | $7,446+11.4% | $6,400+29.6% |
| Admin fee / account holder | $2,116 | $11,571-81.7% | $10,010-78.9% | $11,426-81.5% |