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 | $136,000 | $102,966+32.1% | $90,281+50.6% | $152,861-11.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.84% | 95.16%-73.3pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $5,816 | $3,139+85.3% | $2,854+103.7% | $4,762+22.1% |
| Participant deferral / active EE | $11,983 | $4,281+179.9% | $3,885+208.4% | $5,850+104.8% |
| Admin fee / account holder | $1,663 | $6,171-73.1% | $5,351-68.9% | $11,596-85.7% |