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 9-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 | $123,730 | $107,934+14.6% | $91,989+34.5% | $152,861-19.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.87% | 89.24%-67.4pp | 69.02%-47.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $4,721 | $4,210+12.1% | $3,452+36.8% | $4,762-0.9% |
| Participant deferral / active EE | $11,485 | $6,364+80.5% | $5,923+93.9% | $5,850+96.3% |
| Admin fee / account holder | $38,311 | $10,520+264.2% | $7,743+394.8% | $11,596+230.4% |