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 | $85,257 | $180,449-52.8% | $154,107-44.7% | $135,375-37.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.61% | 888.09%-886.5pp | 735.12%-733.5pp | 519.73%-518.1pp |
| Employer contribution / active EE | $9,846 | $6,035+63.1% | $5,298+85.9% | $4,779+106.0% |
| Participant deferral / active EE | $4,000 | $5,806-31.1% | $5,081-21.3% | $5,609-28.7% |
| Admin fee / account holder | $28,847 | $16,143+78.7% | $13,411+115.1% | $10,827+166.4% |