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 | $98,652 | $176,056-44.0% | $159,436-38.1% | $167,490-41.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 62.71% | 331.75%-269.0pp | 263.57%-200.9pp | 478.56%-415.8pp |
| Employer contribution / active EE | $4,944 | $5,297-6.7% | $4,829+2.4% | $4,837+2.2% |
| Participant deferral / active EE | $12,150 | $7,750+56.8% | $7,352+65.3% | $6,341+91.6% |
| Admin fee / account holder | $208,000 | $12,554+1556.8% | $10,799+1826.2% | $12,309+1589.8% |