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 | $128,644 | $107,334+19.9% | $92,893+38.5% | $152,861-15.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.75% | 145.58%-125.8pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $14,669 | $4,221+247.5% | $3,653+301.6% | $4,762+208.0% |
| Participant deferral / active EE | $12,116 | $4,845+150.1% | $4,236+186.0% | $5,850+107.1% |
| Admin fee / account holder | $388 | $7,079-94.5% | $5,794-93.3% | $11,596-96.7% |