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 | $86,319 | $209,832-58.9% | $189,513-54.5% | $167,490-48.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.27% | 748.27%-735.0pp | 555.15%-541.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,149 | $6,914-54.4% | $6,162-48.9% | $4,837-34.9% |
| Participant deferral / active EE | $9,112 | $8,935+2.0% | $8,221+10.8% | $6,341+43.7% |
| Admin fee / account holder | $911 | $14,293-93.6% | $12,045-92.4% | $12,309-92.6% |