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 | $131,541 | $102,966+27.8% | $90,281+45.7% | $152,861-13.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.97% | 95.16%-69.2pp | 78.10%-52.1pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,998 | $3,139-36.3% | $2,854-30.0% | $4,762-58.0% |
| Participant deferral / active EE | $5,785 | $4,281+35.1% | $3,885+48.9% | $5,850-1.1% |
| Admin fee / account holder | $1,645 | $6,171-73.3% | $5,351-69.3% | $11,596-85.8% |