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 | $131,865 | $210,648-37.4% | $177,989-25.9% | $145,922-9.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.88% | 385.86%-367.0pp | 294.48%-275.6pp | 561.29%-542.4pp |
| Employer contribution / active EE | $9,545 | $4,565+109.1% | $3,949+141.7% | $4,660+104.9% |
| Participant deferral / active EE | $5,977 | $6,958-14.1% | $6,276-4.8% | $6,688-10.6% |
| Admin fee / account holder | $6,158 | $12,013-48.7% | $10,363-40.6% | $13,397-54.0% |