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 | $90,355 | $96,635-6.5% | $86,612+4.3% | $139,434-35.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.86% | 106.41%-93.6pp | 591.07%-578.2pp | 372.94%-360.1pp |
| Employer contribution / active EE | $6,140 | $3,263+88.2% | $3,022+103.1% | $4,751+29.2% |
| Participant deferral / active EE | $15,066 | $4,836+211.5% | $4,438+239.5% | $6,710+124.5% |
| Admin fee / account holder | $789 | $6,408-87.7% | $5,614-85.9% | $11,403-93.1% |