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 | $130,673 | $226,064-42.2% | $182,532-28.4% | $152,861-14.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 15.74% | 192.51%-176.8pp | 148.54%-132.8pp | 345.32%-329.6pp |
| Employer contribution / active EE | $2,218 | $4,978-55.4% | $4,076-45.6% | $4,762-53.4% |
| Participant deferral / active EE | $5,257 | $6,368-17.4% | $5,524-4.8% | $5,850-10.1% |
| Admin fee / account holder | $26,131 | $10,703+144.2% | $8,592+204.1% | $11,596+125.3% |