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 | $89,430 | $84,696+5.6% | $75,696+18.1% | $167,490-46.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.43% | 199.36%-186.9pp | 104.53%-92.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $6,141 | $3,230+90.1% | $2,743+123.9% | $4,837+26.9% |
| Participant deferral / active EE | $9,895 | $4,580+116.1% | $3,821+158.9% | $6,341+56.0% |
| Admin fee / account holder | $21,623 | $5,355+303.8% | $3,619+497.5% | $12,309+75.7% |