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 | $43,436 | $180,449-75.9% | $154,107-71.8% | $135,375-67.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.04% | 888.09%-887.1pp | 735.12%-734.1pp | 519.73%-518.7pp |
| Employer contribution / active EE | $10,714 | $6,035+77.5% | $5,298+102.2% | $4,779+124.2% |
| Participant deferral / active EE | $9,500 | $5,806+63.6% | $5,081+87.0% | $5,609+69.4% |
| Admin fee / account holder | $456,748 | $16,143+2729.4% | $13,411+3305.8% | $10,827+4118.6% |