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 | $151,625 | $202,318-25.1% | $172,739-12.2% | $152,861-0.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.57% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.7pp |
| Employer contribution / active EE | $8,199 | $5,856+40.0% | $5,143+59.4% | $4,762+72.2% |
| Participant deferral / active EE | $4,656 | $5,948-21.7% | $5,198-10.4% | $5,850-20.4% |
| Admin fee / account holder | $1,738 | $17,109-89.8% | $13,954-87.5% | $11,596-85.0% |