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 | $120,230 | $180,449-33.4% | $154,107-22.0% | $135,375-11.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.91% | 888.09%-889.0pp | 735.12%-736.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $5,691 | $6,035-5.7% | $5,298+7.4% | $4,779+19.1% |
| Participant deferral / active EE | $19,141 | $5,806+229.7% | $5,081+276.8% | $5,609+241.3% |
| Admin fee / account holder | $147,801 | $16,143+815.6% | $13,411+1002.1% | $10,827+1265.1% |