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 | $60,311 | $226,064-73.3% | $182,532-67.0% | $152,861-60.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.20% | 192.51%-168.3pp | 148.54%-124.3pp | 345.32%-321.1pp |
| Employer contribution / active EE | $5,899 | $4,978+18.5% | $4,076+44.7% | $4,762+23.9% |
| Participant deferral / active EE | $3,601 | $6,368-43.5% | $5,524-34.8% | $5,850-38.4% |
| Admin fee / account holder | $1,332 | $10,703-87.6% | $8,592-84.5% | $11,596-88.5% |