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 | $126,026 | $106,890+17.9% | $84,015+50.0% | $152,861-17.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 14.78% | 104.99%-90.2pp | 71.31%-56.5pp | 345.32%-330.5pp |
| Employer contribution / active EE | $12,744 | $2,734+366.1% | $1,983+542.5% | $4,762+167.6% |
| Participant deferral / active EE | $6,857 | $4,011+70.9% | $3,239+111.7% | $5,850+17.2% |
| Admin fee / account holder | $962 | $8,285-88.4% | $6,101-84.2% | $11,596-91.7% |