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 | $116,884 | $76,738+52.3% | $56,411+107.2% | $145,922-19.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.32% | 2994.23%-2979.9pp | 1701.33%-1687.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,864 | $1,380+35.1% | $1,039+79.5% | $4,660-60.0% |
| Participant deferral / active EE | $9,937 | $2,623+278.9% | $1,952+409.1% | $6,688+48.6% |
| Admin fee / account holder | $7,232 | $3,334+116.9% | $2,829+155.6% | $13,397-46.0% |