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 | $130,703 | $190,805-31.5% | $159,960-18.3% | $134,475-2.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 10.65% | 552.23%-541.6pp | 408.60%-398.0pp | 417.96%-407.3pp |
| Employer contribution / active EE | $30,187 | $4,995+504.3% | $4,226+614.4% | $4,740+536.9% |
| Participant deferral / active EE | $7,346 | $6,923+6.1% | $6,182+18.8% | $6,400+14.8% |
| Admin fee / account holder | $142,219 | $10,471+1258.2% | $8,698+1535.1% | $11,426+1144.7% |