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 7-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 | $110,132 | $209,832-47.5% | $189,513-41.9% | $167,490-34.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 38.07% | 748.27%-710.2pp | 555.15%-517.1pp | 478.56%-440.5pp |
| Employer contribution / active EE | $2,661 | $6,914-61.5% | $6,162-56.8% | $4,837-45.0% |
| Participant deferral / active EE | $12,275 | $8,935+37.4% | $8,221+49.3% | $6,341+93.6% |
| Admin fee / account holder | $795 | $14,293-94.4% | $12,045-93.4% | $12,309-93.5% |