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 | $106,903 | $84,696+26.2% | $75,696+41.2% | $167,490-36.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 34.07% | 199.36%-165.3pp | 104.53%-70.5pp | 478.56%-444.5pp |
| Employer contribution / active EE | $7,497 | $3,230+132.1% | $2,743+173.4% | $4,837+55.0% |
| Participant deferral / active EE | $3,006 | $4,580-34.4% | $3,821-21.3% | $6,341-52.6% |
| Admin fee / account holder | $8,394 | $5,355+56.8% | $3,619+131.9% | $12,309-31.8% |