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 | $133,091 | $105,126+26.6% | $94,646+40.6% | $139,434-4.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 24.77% | 38.03%-13.3pp | 156.71%-131.9pp | 372.94%-348.2pp |
| Employer contribution / active EE | $9,115 | $4,106+122.0% | $3,672+148.2% | $4,751+91.9% |
| Participant deferral / active EE | $9,150 | $7,599+20.4% | $7,418+23.4% | $6,710+36.4% |
| Admin fee / account holder | $1,419 | $8,984-84.2% | $7,231-80.4% | $11,403-87.6% |