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 | $111,987 | $107,334+4.3% | $92,893+20.6% | $152,861-26.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.65% | 145.58%-127.9pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,988 | $4,221-52.9% | $3,653-45.6% | $4,762-58.3% |
| Participant deferral / active EE | $5,698 | $4,845+17.6% | $4,236+34.5% | $5,850-2.6% |
| Admin fee / account holder | $321,974 | $7,079+4448.1% | $5,794+5457.1% | $11,596+2676.5% |