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 | $208,172 | $226,064-7.9% | $182,532+14.0% | $152,861+36.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 8.92% | 192.51%-183.6pp | 148.54%-139.6pp | 345.32%-336.4pp |
| Employer contribution / active EE | $1,722 | $4,978-65.4% | $4,076-57.8% | $4,762-63.8% |
| Participant deferral / active EE | $15,763 | $6,368+147.5% | $5,524+185.3% | $5,850+169.4% |
| Admin fee / account holder | $475,733 | $10,703+4344.9% | $8,592+5436.9% | $11,596+4002.4% |