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 | $156,963 | $176,662-11.2% | $130,648+20.1% | $152,861+2.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 9.58% | 2692.24%-2682.7pp | 1708.96%-1699.4pp | 345.32%-335.7pp |
| Employer contribution / active EE | $5,426 | $5,742-5.5% | $4,092+32.6% | $4,762+13.9% |
| Participant deferral / active EE | $4,615 | $4,361+5.8% | $3,603+28.1% | $5,850-21.1% |
| Admin fee / account holder | $599 | $7,133-91.6% | $5,464-89.0% | $11,596-94.8% |