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 | $111,723 | $209,832-46.8% | $189,513-41.0% | $167,490-33.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.49% | 748.27%-729.8pp | 555.15%-536.7pp | 478.56%-460.1pp |
| Employer contribution / active EE | $8,959 | $6,914+29.6% | $6,162+45.4% | $4,837+85.2% |
| Participant deferral / active EE | $4,557 | $8,935-49.0% | $8,221-44.6% | $6,341-28.1% |
| Admin fee / account holder | $1,629 | $14,293-88.6% | $12,045-86.5% | $12,309-86.8% |