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 | $208,315 | $138,065+50.9% | $123,544+68.6% | $135,375+53.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.59% | 153.68%-152.1pp | 119.20%-117.6pp | 519.73%-518.1pp |
| Employer contribution / active EE | $3,698 | $5,151-28.2% | $4,628-20.1% | $4,779-22.6% |
| Participant deferral / active EE | $7,106 | $6,799+4.5% | $6,426+10.6% | $5,609+26.7% |
| Admin fee / account holder | $1,343 | $10,916-87.7% | $9,284-85.5% | $10,827-87.6% |