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 | $124,232 | $209,832-40.8% | $189,513-34.4% | $167,490-25.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.88% | 748.27%-731.4pp | 555.15%-538.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $8,949 | $6,914+29.4% | $6,162+45.2% | $4,837+85.0% |
| Participant deferral / active EE | $8,379 | $8,935-6.2% | $8,221+1.9% | $6,341+32.1% |
| Admin fee / account holder | $647 | $14,293-95.5% | $12,045-94.6% | $12,309-94.7% |