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 | $99,647 | $202,432-50.8% | $169,368-41.2% | $139,434-28.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.71% | 531.74%-514.0pp | 405.60%-387.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $9,732 | $4,692+107.4% | $4,013+142.5% | $4,751+104.9% |
| Participant deferral / active EE | $8,434 | $6,938+21.6% | $6,221+35.6% | $6,710+25.7% |
| Admin fee / account holder | $10,480 | $10,708-2.1% | $9,003+16.4% | $11,403-8.1% |