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 | $130,501 | $126,574+3.1% | $106,213+22.9% | $145,922-10.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.98% | 224.79%-215.8pp | 116.14%-107.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $6,193 | $3,730+66.0% | $3,171+95.3% | $4,660+32.9% |
| Participant deferral / active EE | $2,918 | $5,724-49.0% | $5,016-41.8% | $6,688-56.4% |
| Admin fee / account holder | $40,573 | $17,304+134.5% | $11,033+267.7% | $13,397+202.8% |