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 | $93,241 | $99,079-5.9% | $77,999+19.5% | $273,961-66.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 12.22% | 217.93%-205.7pp | 425.96%-413.7pp | 41.45%-29.2pp |
| Employer contribution / active EE | $4,330 | $3,308+30.9% | $2,470+75.3% | $4,869-11.1% |
| Participant deferral / active EE | $9,520 | $4,306+121.1% | $3,497+172.3% | $5,287+80.1% |
| Admin fee / account holder | $4,419 | $8,954-50.7% | $5,480-19.4% | $10,132-56.4% |