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 | $75,917 | $72,071+5.3% | $68,368+11.0% | $137,256-44.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.73% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $7,211 | $2,788+158.6% | $2,649+172.2% | $4,156+73.5% |
| Participant deferral / active EE | $14,348 | $4,410+225.3% | $4,123+248.0% | $6,407+123.9% |
| Admin fee / account holder | $19,701 | $5,336+269.2% | $5,150+282.6% | $12,270+60.6% |