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 | $57,936 | $138,065-58.0% | $123,544-53.1% | $135,375-57.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.87% | 153.68%-151.8pp | 119.20%-117.3pp | 519.73%-517.9pp |
| Employer contribution / active EE | $3,450 | $5,151-33.0% | $4,628-25.4% | $4,779-27.8% |
| Participant deferral / active EE | $8,700 | $6,799+28.0% | $6,426+35.4% | $5,609+55.1% |
| Admin fee / account holder | $87,501 | $10,916+701.6% | $9,284+842.5% | $10,827+708.2% |