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 | $94,224 | $209,832-55.1% | $189,513-50.3% | $167,490-43.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.83% | 748.27%-733.4pp | 555.15%-540.3pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,129 | $6,914-69.2% | $6,162-65.5% | $4,837-56.0% |
| Participant deferral / active EE | $7,241 | $8,935-19.0% | $8,221-11.9% | $6,341+14.2% |
| Admin fee / account holder | $376 | $14,293-97.4% | $12,045-96.9% | $12,309-96.9% |