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 | $102,758 | $102,966-0.2% | $90,281+13.8% | $152,861-32.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 41.93% | 95.16%-53.2pp | 78.10%-36.2pp | 345.32%-303.4pp |
| Employer contribution / active EE | $14,626 | $3,139+366.0% | $2,854+412.4% | $4,762+207.1% |
| Participant deferral / active EE | $13,024 | $4,281+204.2% | $3,885+235.2% | $5,850+122.6% |
| Admin fee / account holder | $18,496 | $6,171+199.7% | $5,351+245.6% | $11,596+59.5% |