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 | $98,342 | $180,449-45.5% | $154,107-36.2% | $135,375-27.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.18% | 888.09%-878.9pp | 735.12%-725.9pp | 519.73%-510.6pp |
| Employer contribution / active EE | $2,332 | $6,035-61.4% | $5,298-56.0% | $4,779-51.2% |
| Participant deferral / active EE | $4,441 | $5,806-23.5% | $5,081-12.6% | $5,609-20.8% |
| Admin fee / account holder | $415 | $16,143-97.4% | $13,411-96.9% | $10,827-96.2% |