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 | $122,484 | $99,652+22.9% | $78,778+55.5% | $147,584-17.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.63% | 47.28%-33.7pp | 35.62%-22.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $12,632 | $2,796+351.8% | $1,986+536.2% | $4,876+159.0% |
| Participant deferral / active EE | $15,000 | $3,664+309.4% | $2,958+407.0% | $5,439+175.8% |
| Admin fee / account holder | $675 | $7,155-90.6% | $5,134-86.9% | $10,885-93.8% |