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 | $131,970 | $159,901-17.5% | $146,958-10.2% | $145,922-9.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.27% | 98.13%-72.9pp | 418.34%-393.1pp | 561.29%-536.0pp |
| Employer contribution / active EE | $8,246 | $5,286+56.0% | $4,933+67.2% | $4,660+77.0% |
| Participant deferral / active EE | $8,891 | $8,428+5.5% | $8,070+10.2% | $6,688+32.9% |
| Admin fee / account holder | $5,897 | $15,044-60.8% | $12,998-54.6% | $13,397-56.0% |