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 | $57,921 | $160,055-63.8% | $140,016-58.6% | $135,375-57.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 10.70% | 911.38%-900.7pp | 651.12%-640.4pp | 519.73%-509.0pp |
| Employer contribution / active EE | $3,318 | $6,420-48.3% | $5,606-40.8% | $4,779-30.6% |
| Participant deferral / active EE | $10,650 | $7,642+39.4% | $6,927+53.7% | $5,609+89.9% |
| Admin fee / account holder | $11,665 | $13,328-12.5% | $10,705+9.0% | $10,827+7.7% |