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 | $106,975 | $68,097+57.1% | $62,929+70.0% | $137,256-22.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.13% | 1859.11%-1847.0pp | 1063.93%-1051.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $4,217 | $2,811+50.0% | $2,505+68.4% | $4,156+1.5% |
| Participant deferral / active EE | $3,275 | $4,553-28.1% | $3,888-15.8% | $6,407-48.9% |
| Admin fee / account holder | $5,143 | $6,521-21.1% | $5,065+1.5% | $12,270-58.1% |