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 | $99,105 | $104,907-5.5% | $84,611+17.1% | $152,861-35.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 11.70% | 373.79%-362.1pp | 258.74%-247.0pp | 345.32%-333.6pp |
| Employer contribution / active EE | $15,612 | $3,302+372.9% | $2,652+488.6% | $4,762+227.8% |
| Participant deferral / active EE | $8,583 | $4,688+83.1% | $3,899+120.2% | $5,850+46.7% |
| Admin fee / account holder | $1,170 | $6,241-81.3% | $4,912-76.2% | $11,596-89.9% |