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 | $161,655 | $176,377-8.3% | $134,143+20.5% | $158,922+1.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.42% | 63.63%-55.2pp | 36.33%-27.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $18,750 | $5,040+272.0% | $3,704+406.2% | $4,761+293.8% |
| Participant deferral / active EE | $13,000 | $4,091+217.7% | $3,499+271.6% | $5,982+117.3% |
| Admin fee / account holder | $449 | $8,718-94.9% | $6,684-93.3% | $11,246-96.0% |