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 | $123,348 | $158,398-22.1% | $126,539-2.5% | $142,382-13.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.85% | 593.76%-577.9pp | 425.95%-410.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $5,686 | $4,650+22.3% | $3,674+54.8% | $4,299+32.3% |
| Participant deferral / active EE | $10,999 | $4,767+130.7% | $4,083+169.4% | $6,507+69.0% |
| Admin fee / account holder | $603 | $6,918-91.3% | $6,065-90.1% | $12,624-95.2% |