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 | $101,308 | $99,079+2.2% | $77,999+29.9% | $273,961-63.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.78% | 217.93%-208.1pp | 425.96%-416.2pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,232 | $3,308-32.5% | $2,470-9.7% | $4,869-54.2% |
| Participant deferral / active EE | $6,539 | $4,306+51.9% | $3,497+87.0% | $5,287+23.7% |
| Admin fee / account holder | $310 | $8,954-96.5% | $5,480-94.4% | $10,132-96.9% |