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 | $64,265 | $209,832-69.4% | $189,513-66.1% | $167,490-61.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.26% | 748.27%-737.0pp | 555.15%-543.9pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,164 | $6,914-68.7% | $6,162-64.9% | $4,837-55.3% |
| Participant deferral / active EE | $4,106 | $8,935-54.0% | $8,221-50.1% | $6,341-35.3% |
| Admin fee / account holder | $1,396 | $14,293-90.2% | $12,045-88.4% | $12,309-88.7% |