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 | $72,713 | $190,805-61.9% | $159,960-54.5% | $134,475-45.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 2.14% | 552.23%-550.1pp | 408.60%-406.5pp | 417.96%-415.8pp |
| Employer contribution / active EE | $2,233 | $4,995-55.3% | $4,226-47.2% | $4,740-52.9% |
| Participant deferral / active EE | $10,000 | $6,923+44.4% | $6,182+61.7% | $6,400+56.3% |
| Admin fee / account holder | $467 | $10,471-95.5% | $8,698-94.6% | $11,426-95.9% |