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 | $186,084 | $209,832-11.3% | $189,513-1.8% | $167,490+11.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.50% | 748.27%-737.8pp | 555.15%-544.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $3,337 | $6,914-51.7% | $6,162-45.8% | $4,837-31.0% |
| Participant deferral / active EE | $7,948 | $8,935-11.0% | $8,221-3.3% | $6,341+25.3% |
| Admin fee / account holder | $890 | $14,293-93.8% | $12,045-92.6% | $12,309-92.8% |