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 | $116,707 | $158,398-26.3% | $126,539-7.8% | $142,382-18.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.39% | 593.76%-578.4pp | 425.95%-410.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,336 | $4,650-28.3% | $3,674-9.2% | $4,299-22.4% |
| Participant deferral / active EE | $5,948 | $4,767+24.8% | $4,083+45.7% | $6,507-8.6% |
| Admin fee / account holder | $324 | $6,918-95.3% | $6,065-94.7% | $12,624-97.4% |