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 | $106,748 | $115,770-7.8% | $101,248+5.4% | $158,922-32.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.45% | 56.14%-43.7pp | 46.47%-34.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $10,964 | $4,175+162.6% | $3,660+199.6% | $4,761+130.3% |
| Participant deferral / active EE | $8,021 | $4,957+61.8% | $4,370+83.5% | $5,982+34.1% |
| Admin fee / account holder | $12,439 | $7,245+71.7% | $5,945+109.2% | $11,246+10.6% |