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 | $62,253 | $226,064-72.5% | $182,532-65.9% | $152,861-59.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 16.21% | 192.51%-176.3pp | 148.54%-132.3pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,569 | $4,978-48.4% | $4,076-37.0% | $4,762-46.1% |
| Participant deferral / active EE | $10,900 | $6,368+71.2% | $5,524+97.3% | $5,850+86.3% |
| Admin fee / account holder | $164,281 | $10,703+1434.9% | $8,592+1812.0% | $11,596+1316.7% |