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 | $59,327 | $217,402-72.7% | $185,823-68.1% | $167,490-64.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.41% | 148.36%-135.0pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $13,426 | $5,873+128.6% | $5,167+159.8% | $4,837+177.5% |
| Participant deferral / active EE | $11,926 | $6,356+87.6% | $5,568+114.2% | $6,341+88.1% |
| Admin fee / account holder | $769 | $19,811-96.1% | $16,237-95.3% | $12,309-93.7% |