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 | $137,685 | $109,982+25.2% | $97,226+41.6% | $145,922-5.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.71% | 242.90%-232.2pp | 75.13%-64.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,234 | $3,084-60.0% | $2,729-54.8% | $4,660-73.5% |
| Participant deferral / active EE | $4,936 | $4,676+5.6% | $4,264+15.8% | $6,688-26.2% |
| Admin fee / account holder | $99,866 | $6,221+1505.4% | $5,654+1666.4% | $13,397+645.4% |