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 | $142,069 | $135,635+4.7% | $110,238+28.9% | $135,375+4.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.17% | 513.19%-521.4pp | 314.74%-322.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $4,235 | $4,906-13.7% | $3,826+10.7% | $4,779-11.4% |
| Participant deferral / active EE | $10,024 | $5,506+82.0% | $4,672+114.6% | $5,609+78.7% |
| Admin fee / account holder | $407 | $11,457-96.4% | $8,547-95.2% | $10,827-96.2% |