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 | $134,286 | $100,852+33.2% | $90,404+48.5% | $158,922-15.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.42% | 1724.20%-1705.8pp | 1293.02%-1274.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,829 | $3,689-23.3% | $3,262-13.3% | $4,761-40.6% |
| Participant deferral / active EE | $7,469 | $4,348+71.8% | $3,963+88.4% | $5,982+24.8% |
| Admin fee / account holder | $1,263 | $6,501-80.6% | $5,611-77.5% | $11,246-88.8% |