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 | $103,497 | $159,901-35.3% | $146,958-29.6% | $145,922-29.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.76% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $9,985 | $5,286+88.9% | $4,933+102.4% | $4,660+114.3% |
| Participant deferral / active EE | $6,436 | $8,428-23.6% | $8,070-20.2% | $6,688-3.8% |
| Admin fee / account holder | $20,028 | $15,044+33.1% | $12,998+54.1% | $13,397+49.5% |