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 | $82,046 | $72,071+13.8% | $68,368+20.0% | $137,256-40.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.66% | 353.14%-332.5pp | 292.57%-271.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,464 | $2,788+24.3% | $2,649+30.8% | $4,156-16.6% |
| Participant deferral / active EE | $8,514 | $4,410+93.1% | $4,123+106.5% | $6,407+32.9% |
| Admin fee / account holder | $698 | $5,336-86.9% | $5,150-86.5% | $12,270-94.3% |