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 | $129,209 | $96,635+33.7% | $86,612+49.2% | $139,434-7.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.52% | 106.41%-86.9pp | 591.07%-571.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $13,013 | $3,263+298.8% | $3,022+330.5% | $4,751+173.9% |
| Participant deferral / active EE | $7,384 | $4,836+52.7% | $4,438+66.4% | $6,710+10.0% |
| Admin fee / account holder | $436 | $6,408-93.2% | $5,614-92.2% | $11,403-96.2% |