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 | $103,078 | $104,907-1.7% | $84,611+21.8% | $152,861-32.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 17.94% | 373.79%-355.8pp | 258.74%-240.8pp | 345.32%-327.4pp |
| Employer contribution / active EE | $5,472 | $3,302+65.7% | $2,652+106.3% | $4,762+14.9% |
| Participant deferral / active EE | $12,391 | $4,688+164.3% | $3,899+217.8% | $5,850+111.8% |
| Admin fee / account holder | $21,246 | $6,241+240.4% | $4,912+332.5% | $11,596+83.2% |