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 | $146,956 | $138,065+6.4% | $123,544+18.9% | $135,375+8.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.24% | 153.68%-152.4pp | 119.20%-118.0pp | 519.73%-518.5pp |
| Employer contribution / active EE | $21,953 | $5,151+326.2% | $4,628+374.4% | $4,779+359.4% |
| Participant deferral / active EE | $2,442 | $6,799-64.1% | $6,426-62.0% | $5,609-56.5% |
| Admin fee / account holder | $538 | $10,916-95.1% | $9,284-94.2% | $10,827-95.0% |