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 | $167,286 | $118,849+40.8% | $96,562+73.2% | $167,490-0.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.06% | 50.49%-37.4pp | 37.78%-24.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $4,435 | $3,120+42.2% | $2,356+88.2% | $4,837-8.3% |
| Participant deferral / active EE | $5,115 | $4,616+10.8% | $3,849+32.9% | $6,341-19.3% |
| Admin fee / account holder | $58,120 | $8,065+620.6% | $6,181+840.3% | $12,309+372.2% |