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 | $104,161 | $88,751+17.4% | $81,812+27.3% | $145,922-28.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.98% | 1025.40%-1008.4pp | 773.79%-756.8pp | 561.29%-544.3pp |
| Employer contribution / active EE | $9,893 | $3,083+220.9% | $2,912+239.7% | $4,660+112.3% |
| Participant deferral / active EE | $14,846 | $4,643+219.7% | $4,319+243.8% | $6,688+122.0% |
| Admin fee / account holder | $13,200 | $8,415+56.9% | $7,386+78.7% | $13,397-1.5% |