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 | $129,242 | $159,901-19.2% | $146,958-12.1% | $145,922-11.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.09% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,264 | $5,286-38.3% | $4,933-33.8% | $4,660-30.0% |
| Participant deferral / active EE | $11,061 | $8,428+31.2% | $8,070+37.1% | $6,688+65.4% |
| Admin fee / account holder | $49,482 | $15,044+228.9% | $12,998+280.7% | $13,397+269.4% |