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 | $129,723 | $158,398-18.1% | $126,539+2.5% | $142,382-8.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.62% | 593.76%-581.1pp | 425.95%-413.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,534 | $4,650-45.5% | $3,674-31.0% | $4,299-41.1% |
| Participant deferral / active EE | $5,182 | $4,767+8.7% | $4,083+26.9% | $6,507-20.4% |
| Admin fee / account holder | $35,179 | $6,918+408.5% | $6,065+480.1% | $12,624+178.7% |