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 | $142,496 | $144,119-1.1% | $117,854+20.9% | $147,584-3.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.97% | 531.15%-520.2pp | 335.08%-324.1pp | 578.55%-567.6pp |
| Employer contribution / active EE | $10,351 | $4,896+111.4% | $3,786+173.4% | $4,876+112.3% |
| Participant deferral / active EE | $8,544 | $5,316+60.7% | $4,482+90.6% | $5,439+57.1% |
| Admin fee / account holder | $1,724 | $10,886-84.2% | $8,020-78.5% | $10,885-84.2% |