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 | $142,372 | $107,334+32.6% | $92,893+53.3% | $152,861-6.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.88% | 145.58%-120.7pp | 109.41%-84.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,952 | $4,221-6.4% | $3,653+8.2% | $4,762-17.0% |
| Participant deferral / active EE | $3,160 | $4,845-34.8% | $4,236-25.4% | $5,850-46.0% |
| Admin fee / account holder | $640 | $7,079-91.0% | $5,794-88.9% | $11,596-94.5% |