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 | $130,988 | $106,890+22.5% | $84,015+55.9% | $152,861-14.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.95% | 104.99%-85.0pp | 71.31%-51.4pp | 345.32%-325.4pp |
| Employer contribution / active EE | $5,493 | $2,734+100.9% | $1,983+176.9% | $4,762+15.3% |
| Participant deferral / active EE | $5,863 | $4,011+46.2% | $3,239+81.0% | $5,850+0.2% |
| Admin fee / account holder | $851 | $8,285-89.7% | $6,101-86.0% | $11,596-92.7% |