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 | $180,312 | $158,398+13.8% | $126,539+42.5% | $142,382+26.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.96% | 593.76%-580.8pp | 425.95%-413.0pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,222 | $4,650-30.7% | $3,674-12.3% | $4,299-25.1% |
| Participant deferral / active EE | $8,613 | $4,767+80.7% | $4,083+111.0% | $6,507+32.4% |
| Admin fee / account holder | $420 | $6,918-93.9% | $6,065-93.1% | $12,624-96.7% |