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 | $93,392 | $109,327-14.6% | $89,391+4.5% | $158,922-41.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.44% | 345.68%-335.2pp | 245.62%-235.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $3,733 | $3,170+17.8% | $2,586+44.4% | $4,761-21.6% |
| Participant deferral / active EE | $9,169 | $4,598+99.4% | $3,890+135.7% | $5,982+53.3% |
| Admin fee / account holder | $46,673 | $6,153+658.6% | $4,881+856.1% | $11,246+315.0% |