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 | $139,231 | $210,648-33.9% | $177,989-21.8% | $145,922-4.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.91% | 385.86%-370.0pp | 294.48%-278.6pp | 561.29%-545.4pp |
| Employer contribution / active EE | $4,534 | $4,565-0.7% | $3,949+14.8% | $4,660-2.7% |
| Participant deferral / active EE | $6,970 | $6,958+0.2% | $6,276+11.1% | $6,688+4.2% |
| Admin fee / account holder | $104,651 | $12,013+771.2% | $10,363+909.8% | $13,397+681.2% |