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 | $162,102 | $209,832-22.7% | $189,513-14.5% | $167,490-3.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.74% | 748.27%-731.5pp | 555.15%-538.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $4,503 | $6,914-34.9% | $6,162-26.9% | $4,837-6.9% |
| Participant deferral / active EE | $6,761 | $8,935-24.3% | $8,221-17.8% | $6,341+6.6% |
| Admin fee / account holder | $764 | $14,293-94.7% | $12,045-93.7% | $12,309-93.8% |