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 | $168,383 | $226,064-25.5% | $182,532-7.8% | $152,861+10.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.28% | 192.51%-165.2pp | 148.54%-121.3pp | 345.32%-318.0pp |
| Employer contribution / active EE | $7,395 | $4,978+48.5% | $4,076+81.4% | $4,762+55.3% |
| Participant deferral / active EE | $12,650 | $6,368+98.7% | $5,524+129.0% | $5,850+116.2% |
| Admin fee / account holder | $551 | $10,703-94.9% | $8,592-93.6% | $11,596-95.3% |