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 | $130,053 | $176,662-26.4% | $130,648-0.5% | $152,861-14.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 24.45% | 2692.24%-2667.8pp | 1708.96%-1684.5pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,831 | $5,742-50.7% | $4,092-30.8% | $4,762-40.6% |
| Participant deferral / active EE | $5,216 | $4,361+19.6% | $3,603+44.8% | $5,850-10.8% |
| Admin fee / account holder | $1,442 | $7,133-79.8% | $5,464-73.6% | $11,596-87.6% |