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 | $140,629 | $81,632+72.3% | $70,449+99.6% | $158,922-11.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.99% | 208.40%-196.4pp | 109.03%-97.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $5,913 | $3,217+83.8% | $2,737+116.1% | $4,761+24.2% |
| Participant deferral / active EE | $6,275 | $4,554+37.8% | $3,709+69.2% | $5,982+4.9% |
| Admin fee / account holder | $39,428 | $6,193+536.7% | $3,845+925.4% | $11,246+250.6% |