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 | $134,199 | $88,751+51.2% | $81,812+64.0% | $145,922-8.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.13% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,556 | $3,083-17.1% | $2,912-12.2% | $4,660-45.2% |
| Participant deferral / active EE | $10,441 | $4,643+124.9% | $4,319+141.8% | $6,688+56.1% |
| Admin fee / account holder | $16,256 | $8,415+93.2% | $7,386+120.1% | $13,397+21.3% |