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 | $143,916 | $155,788-7.6% | $124,672+15.4% | $167,490-14.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.63% | 17.97%-5.3pp | 5142.93%-5130.3pp | 478.56%-465.9pp |
| Employer contribution / active EE | $8,285 | $4,163+99.0% | $3,324+149.3% | $4,837+71.3% |
| Participant deferral / active EE | $4,062 | $5,673-28.4% | $4,614-12.0% | $6,341-35.9% |
| Admin fee / account holder | $3,890 | $9,531-59.2% | $7,493-48.1% | $12,309-68.4% |