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 | $72,613 | $209,832-65.4% | $189,513-61.7% | $167,490-56.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.38% | 748.27%-737.9pp | 555.15%-544.8pp | 478.56%-468.2pp |
| Employer contribution / active EE | $3,789 | $6,914-45.2% | $6,162-38.5% | $4,837-21.7% |
| Participant deferral / active EE | $3,581 | $8,935-59.9% | $8,221-56.4% | $6,341-43.5% |
| Admin fee / account holder | $4,622 | $14,293-67.7% | $12,045-61.6% | $12,309-62.4% |