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 | $72,705 | $209,832-65.4% | $189,513-61.6% | $167,490-56.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.34% | 748.27%-734.9pp | 555.15%-541.8pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,598 | $6,914-62.4% | $6,162-57.8% | $4,837-46.3% |
| Participant deferral / active EE | $3,967 | $8,935-55.6% | $8,221-51.7% | $6,341-37.4% |
| Admin fee / account holder | $720 | $14,293-95.0% | $12,045-94.0% | $12,309-94.1% |