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 | $109,461 | $68,097+60.7% | $62,929+73.9% | $137,256-20.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 18.89% | 1859.11%-1840.2pp | 1063.93%-1045.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $5,219 | $2,811+85.6% | $2,505+108.4% | $4,156+25.6% |
| Participant deferral / active EE | $12,040 | $4,553+164.5% | $3,888+209.7% | $6,407+87.9% |
| Admin fee / account holder | $757 | $6,521-88.4% | $5,065-85.1% | $12,270-93.8% |