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 | $129,214 | $76,000+70.0% | $154,107-16.2% | $64,186+101.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 1.58% | 30.32%-28.7pp | 735.12%-733.5pp | 7.63%-6.1pp |
| Employer contribution / active EE | $8,136 | $3,351+142.8% | $5,298+53.6% | $2,381+241.7% |
| Participant deferral / active EE | $3,539 | $3,175+11.4% | $5,081-30.4% | $3,470+2.0% |
| Admin fee / account holder | $8,095 | $5,596+44.6% | $13,411-39.6% | $4,888+65.6% |