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 | $77,818 | $72,071+8.0% | $68,368+13.8% | $137,256-43.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.60% | 353.14%-333.5pp | 292.57%-273.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $5,161 | $2,788+85.1% | $2,649+94.8% | $4,156+24.2% |
| Participant deferral / active EE | $9,991 | $4,410+126.6% | $4,123+142.3% | $6,407+56.0% |
| Admin fee / account holder | $825 | $5,336-84.5% | $5,150-84.0% | $12,270-93.3% |