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 | $127,907 | $90,348+41.6% | $75,972+68.4% | $145,922-12.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.33% | 620.88%-610.5pp | 359.55%-349.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,709 | $3,311-18.2% | $2,685+0.9% | $4,660-41.9% |
| Participant deferral / active EE | $4,321 | $5,162-16.3% | $4,255+1.5% | $6,688-35.4% |
| Admin fee / account holder | $22,082 | $8,467+160.8% | $6,467+241.5% | $13,397+64.8% |