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 | $136,445 | $157,256-13.2% | $141,162-3.3% | $152,861-10.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.03% | 64.32%-49.3pp | 71.39%-56.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $11,792 | $5,261+124.2% | $4,735+149.0% | $4,762+147.6% |
| Participant deferral / active EE | $7,143 | $7,109+0.5% | $6,709+6.5% | $5,850+22.1% |
| Admin fee / account holder | $3,789 | $12,120-68.7% | $10,261-63.1% | $11,596-67.3% |