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 | $153,874 | $138,065+11.5% | $123,544+24.5% | $135,375+13.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.23% | 153.68%-149.5pp | 119.20%-115.0pp | 519.73%-515.5pp |
| Employer contribution / active EE | $3,438 | $5,151-33.3% | $4,628-25.7% | $4,779-28.1% |
| Participant deferral / active EE | $8,350 | $6,799+22.8% | $6,426+30.0% | $5,609+48.9% |
| Admin fee / account holder | $25,409 | $10,916+132.8% | $9,284+173.7% | $10,827+134.7% |