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 | $129,569 | $100,852+28.5% | $90,404+43.3% | $158,922-18.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.78% | 1724.20%-1709.4pp | 1293.02%-1278.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $12,623 | $3,689+242.2% | $3,262+287.0% | $4,761+165.1% |
| Participant deferral / active EE | $9,568 | $4,348+120.1% | $3,963+141.4% | $5,982+59.9% |
| Admin fee / account holder | $2,201 | $6,501-66.1% | $5,611-60.8% | $11,246-80.4% |