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 | $127,025 | $107,334+18.3% | $92,893+36.7% | $152,861-16.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.63% | 145.58%-126.0pp | 109.41%-89.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,560 | $4,221-63.0% | $3,653-57.3% | $4,762-67.2% |
| Participant deferral / active EE | $7,500 | $4,845+54.8% | $4,236+77.0% | $5,850+28.2% |
| Admin fee / account holder | $14,359 | $7,079+102.8% | $5,794+147.8% | $11,596+23.8% |