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 | $121,524 | $109,327+11.2% | $89,391+35.9% | $158,922-23.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 50.46% | 345.68%-295.2pp | 245.62%-195.2pp | 302.83%-252.4pp |
| Employer contribution / active EE | $4,942 | $3,170+55.9% | $2,586+91.2% | $4,761+3.8% |
| Participant deferral / active EE | $4,069 | $4,598-11.5% | $3,890+4.6% | $5,982-32.0% |
| Admin fee / account holder | $1,907 | $6,153-69.0% | $4,881-60.9% | $11,246-83.0% |