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 | $121,663 | $197,825-38.5% | $155,790-21.9% | $125,391-3.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.62% | 86.74%-86.1pp | 71.54%-70.9pp | 282.22%-281.6pp |
| Employer contribution / active EE | $7,035 | $4,847+45.1% | $3,836+83.4% | $4,866+44.6% |
| Participant deferral / active EE | $8,575 | $5,630+52.3% | $4,797+78.8% | $5,352+60.2% |
| Admin fee / account holder | $50,016 | $9,545+424.0% | $7,478+568.9% | $9,540+424.2% |