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 | $138,513 | $226,064-38.7% | $182,532-24.1% | $152,861-9.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 15.56% | 192.51%-176.9pp | 148.54%-133.0pp | 345.32%-329.8pp |
| Employer contribution / active EE | $7,017 | $4,978+40.9% | $4,076+72.2% | $4,762+47.3% |
| Participant deferral / active EE | $2,436 | $6,368-61.8% | $5,524-55.9% | $5,850-58.4% |
| Admin fee / account holder | $982 | $10,703-90.8% | $8,592-88.6% | $11,596-91.5% |