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 | $130,598 | $67,823+92.6% | $52,425+149.1% | $137,256-4.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 9.38% | 219.11%-209.7pp | 302.12%-292.7pp | 220.34%-211.0pp |
| Employer contribution / active EE | $4,438 | $1,163+281.6% | $914+385.4% | $4,156+6.8% |
| Participant deferral / active EE | $11,199 | $2,288+389.5% | $1,790+525.5% | $6,407+74.8% |
| Admin fee / account holder | $539 | $2,844-81.1% | $2,495-78.4% | $12,270-95.6% |