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 | $96,821 | $114,047-15.1% | $96,139+0.7% | $167,490-42.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.16% | 189.88%-177.7pp | 191.94%-179.8pp | 478.56%-466.4pp |
| Employer contribution / active EE | $15,013 | $3,427+338.1% | $2,797+436.8% | $4,837+210.4% |
| Participant deferral / active EE | $12,179 | $5,194+134.5% | $4,349+180.1% | $6,341+92.1% |
| Admin fee / account holder | $1,066 | $6,897-84.5% | $5,537-80.7% | $12,309-91.3% |