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 | $133,295 | $107,334+24.2% | $92,893+43.5% | $152,861-12.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.24% | 145.58%-131.3pp | 109.41%-95.2pp | 345.32%-331.1pp |
| Employer contribution / active EE | $3,018 | $4,221-28.5% | $3,653-17.4% | $4,762-36.6% |
| Participant deferral / active EE | $5,686 | $4,845+17.4% | $4,236+34.2% | $5,850-2.8% |
| Admin fee / account holder | $86,908 | $7,079+1127.6% | $5,794+1400.0% | $11,596+649.4% |