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 | $119,719 | $102,966+16.3% | $90,281+32.6% | $152,861-21.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.40% | 95.16%-75.8pp | 78.10%-58.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $7,112 | $3,139+126.6% | $2,854+149.2% | $4,762+49.3% |
| Participant deferral / active EE | $7,115 | $4,281+66.2% | $3,885+83.1% | $5,850+21.6% |
| Admin fee / account holder | $30,847 | $6,171+399.9% | $5,351+476.5% | $11,596+166.0% |