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 | $131,618 | $210,648-37.5% | $177,989-26.1% | $145,922-9.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.34% | 385.86%-377.5pp | 294.48%-286.1pp | 561.29%-552.9pp |
| Employer contribution / active EE | $3,339 | $4,565-26.9% | $3,949-15.5% | $4,660-28.4% |
| Participant deferral / active EE | $12,911 | $6,958+85.6% | $6,276+105.7% | $6,688+93.0% |
| Admin fee / account holder | $1,700 | $12,013-85.8% | $10,363-83.6% | $13,397-87.3% |