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 | $73,712 | $74,888-1.6% | $71,209+3.5% | $142,382-48.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.50% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $9,512 | $2,854+233.3% | $2,721+249.6% | $4,299+121.3% |
| Participant deferral / active EE | $12,787 | $4,454+187.1% | $4,175+206.3% | $6,507+96.5% |
| Admin fee / account holder | $22,618 | $5,568+306.2% | $5,349+322.9% | $12,624+79.2% |