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 | $133,049 | $137,414-3.2% | $189,513-29.8% | $85,850+55.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.63% | 38.14%-22.5pp | 555.15%-539.5pp | 318.53%-302.9pp |
| Employer contribution / active EE | $9,048 | $4,344+108.3% | $6,162+46.8% | $2,565+252.7% |
| Participant deferral / active EE | $10,815 | $6,260+72.8% | $8,221+31.5% | $3,952+173.7% |
| Admin fee / account holder | $14,708 | $8,630+70.4% | $12,045+22.1% | $6,260+134.9% |