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 | $99,421 | $90,600+9.7% | $79,464+25.1% | $135,375-26.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.69% | 977.43%-971.7pp | 718.14%-712.5pp | 519.73%-514.0pp |
| Employer contribution / active EE | $2,158 | $3,068-29.6% | $2,800-22.9% | $4,779-54.8% |
| Participant deferral / active EE | $9,607 | $4,050+137.2% | $3,704+159.4% | $5,609+71.3% |
| Admin fee / account holder | $27,915 | $5,907+372.6% | $5,113+446.0% | $10,827+157.8% |