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 | $133,049 | $107,934+23.3% | $91,989+44.6% | $152,861-13.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.01% | 89.24%-68.2pp | 69.02%-48.0pp | 345.32%-324.3pp |
| Employer contribution / active EE | $9,526 | $4,210+126.3% | $3,452+176.0% | $4,762+100.0% |
| Participant deferral / active EE | $11,279 | $6,364+77.2% | $5,923+90.4% | $5,850+92.8% |
| Admin fee / account holder | $440 | $10,520-95.8% | $7,743-94.3% | $11,596-96.2% |