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 | $130,756 | $180,449-27.5% | $154,107-15.2% | $135,375-3.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.57% | 888.09%-886.5pp | 735.12%-733.6pp | 519.73%-518.2pp |
| Employer contribution / active EE | $9,862 | $6,035+63.4% | $5,298+86.2% | $4,779+106.4% |
| Participant deferral / active EE | $3,598 | $5,806-38.0% | $5,081-29.2% | $5,609-35.9% |
| Admin fee / account holder | $1,782 | $16,143-89.0% | $13,411-86.7% | $10,827-83.5% |