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 | $25,834 | $138,065-81.3% | $123,544-79.1% | $135,375-80.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.36% | 153.68%-147.3pp | 119.20%-112.8pp | 519.73%-513.4pp |
| Employer contribution / active EE | $3,956 | $5,151-23.2% | $4,628-14.5% | $4,779-17.2% |
| Participant deferral / active EE | $11,602 | $6,799+70.6% | $6,426+80.6% | $5,609+106.9% |
| Admin fee / account holder | $176,122 | $10,916+1513.5% | $9,284+1797.1% | $10,827+1526.7% |