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 | $106,131 | $84,696+25.3% | $75,696+40.2% | $167,490-36.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.50% | 199.36%-186.9pp | 104.53%-92.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $6,157 | $3,230+90.6% | $2,743+124.5% | $4,837+27.3% |
| Participant deferral / active EE | $1,257 | $4,580-72.6% | $3,821-67.1% | $6,341-80.2% |
| Admin fee / account holder | $3,495 | $5,355-34.7% | $3,619-3.4% | $12,309-71.6% |