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 | $126,403 | $126,574-0.1% | $106,213+19.0% | $145,922-13.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.90% | 224.79%-213.9pp | 116.14%-105.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,407 | $3,730-35.5% | $3,171-24.1% | $4,660-48.3% |
| Participant deferral / active EE | $8,500 | $5,724+48.5% | $5,016+69.5% | $6,688+27.1% |
| Admin fee / account holder | $68,889 | $17,304+298.1% | $11,033+524.4% | $13,397+414.2% |