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 | $129,128 | $133,922-3.6% | $116,228+11.1% | $142,382-9.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.10% | 147.76%-135.7pp | 90.06%-78.0pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,457 | $3,446-57.7% | $2,994-51.3% | $4,299-66.1% |
| Participant deferral / active EE | $6,026 | $5,672+6.2% | $4,953+21.7% | $6,507-7.4% |
| Admin fee / account holder | $51,893 | $14,945+247.2% | $11,989+332.8% | $12,624+311.1% |