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 | $102,976 | $209,832-50.9% | $189,513-45.7% | $167,490-38.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.81% | 748.27%-735.5pp | 555.15%-542.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,795 | $6,914-59.6% | $6,162-54.6% | $4,837-42.2% |
| Participant deferral / active EE | $4,166 | $8,935-53.4% | $8,221-49.3% | $6,341-34.3% |
| Admin fee / account holder | $2,037 | $14,293-85.8% | $12,045-83.1% | $12,309-83.5% |