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 | $147,406 | $209,832-29.8% | $189,513-22.2% | $167,490-12.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.41% | 748.27%-730.9pp | 555.15%-537.7pp | 478.56%-461.1pp |
| Employer contribution / active EE | $4,101 | $6,914-40.7% | $6,162-33.4% | $4,837-15.2% |
| Participant deferral / active EE | $5,290 | $8,935-40.8% | $8,221-35.7% | $6,341-16.6% |
| Admin fee / account holder | $1,625 | $14,293-88.6% | $12,045-86.5% | $12,309-86.8% |