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 | $89,748 | $209,832-57.2% | $189,513-52.6% | $167,490-46.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.74% | 748.27%-734.5pp | 555.15%-541.4pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,838 | $6,914-59.0% | $6,162-53.9% | $4,837-41.3% |
| Participant deferral / active EE | $5,715 | $8,935-36.0% | $8,221-30.5% | $6,341-9.9% |
| Admin fee / account holder | $1,134 | $14,293-92.1% | $12,045-90.6% | $12,309-90.8% |