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 | $59,905 | $160,055-62.6% | $140,016-57.2% | $135,375-55.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.15% | 911.38%-909.2pp | 651.12%-649.0pp | 519.73%-517.6pp |
| Employer contribution / active EE | $3,717 | $6,420-42.1% | $5,606-33.7% | $4,779-22.2% |
| Participant deferral / active EE | $2,759 | $7,642-63.9% | $6,927-60.2% | $5,609-50.8% |
| Admin fee / account holder | $413 | $13,328-96.9% | $10,705-96.1% | $10,827-96.2% |