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 | $79,463 | $72,071+10.3% | $68,368+16.2% | $137,256-42.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.88% | 353.14%-336.3pp | 292.57%-275.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,147 | $2,788+48.7% | $2,649+56.5% | $4,156-0.2% |
| Participant deferral / active EE | $9,994 | $4,410+126.6% | $4,123+142.4% | $6,407+56.0% |
| Admin fee / account holder | $8,963 | $5,336+68.0% | $5,150+74.1% | $12,270-27.0% |