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 | $108,566 | $96,635+12.3% | $86,612+25.3% | $139,434-22.1% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 18.27% | 106.41%-88.1pp | 591.07%-572.8pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,160 | $3,263-33.8% | $3,022-28.5% | $4,751-54.5% |
| Participant deferral / active EE | $7,815 | $4,836+61.6% | $4,438+76.1% | $6,710+16.5% |
| Admin fee / account holder | $482 | $6,408-92.5% | $5,614-91.4% | $11,403-95.8% |