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 | $144,853 | $136,179+6.4% | $98,755+46.7% | $167,490-13.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 9.00% | 67.53%-58.5pp | 49.91%-40.9pp | 478.56%-469.6pp |
| Employer contribution / active EE | $1,527 | $2,631-42.0% | $2,067-26.2% | $4,837-68.4% |
| Participant deferral / active EE | $8,731 | $3,716+135.0% | $3,035+187.7% | $6,341+37.7% |
| Admin fee / account holder | $25,776 | $5,031+412.3% | $4,076+532.4% | $12,309+109.4% |