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 | $126,522 | $209,832-39.7% | $189,513-33.2% | $167,490-24.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.81% | 748.27%-730.5pp | 555.15%-537.3pp | 478.56%-460.7pp |
| Employer contribution / active EE | $6,158 | $6,914-10.9% | $6,162-0.1% | $4,837+27.3% |
| Participant deferral / active EE | $10,722 | $8,935+20.0% | $8,221+30.4% | $6,341+69.1% |
| Admin fee / account holder | $12,532 | $14,293-12.3% | $12,045+4.0% | $12,309+1.8% |