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 | $131,790 | $72,071+82.9% | $68,368+92.8% | $137,256-4.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.75% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,000 | $2,788+43.5% | $2,649+51.0% | $4,156-3.8% |
| Participant deferral / active EE | $26,000 | $4,410+489.6% | $4,123+530.6% | $6,407+305.8% |
| Admin fee / account holder | $1,730 | $5,336-67.6% | $5,150-66.4% | $12,270-85.9% |