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 | $134,693 | $144,119-6.5% | $117,854+14.3% | $147,584-8.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.26% | 531.15%-512.9pp | 335.08%-316.8pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,816 | $4,896-42.5% | $3,786-25.6% | $4,876-42.3% |
| Participant deferral / active EE | $9,114 | $5,316+71.4% | $4,482+103.3% | $5,439+67.6% |
| Admin fee / account holder | $15,186 | $10,886+39.5% | $8,020+89.3% | $10,885+39.5% |