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 | $89,554 | $109,327-18.1% | $89,391+0.2% | $158,922-43.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 129.41% | 345.68%-216.3pp | 245.62%-116.2pp | 302.83%-173.4pp |
| Employer contribution / active EE | $1,501 | $3,170-52.6% | $2,586-41.9% | $4,761-68.5% |
| Participant deferral / active EE | $9,163 | $4,598+99.3% | $3,890+135.6% | $5,982+53.2% |
| Admin fee / account holder | $6,037 | $6,153-1.9% | $4,881+23.7% | $11,246-46.3% |