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 | $81,054 | $87,540-7.4% | $75,781+7.0% | $125,391-35.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 115.42% | 13.48%+101.9pp | 9.68%+105.7pp | 282.22%-166.8pp |
| Employer contribution / active EE | $9,286 | $3,930+136.3% | $3,323+179.4% | $4,866+90.8% |
| Participant deferral / active EE | $8,800 | $4,229+108.1% | $3,651+141.0% | $5,352+64.4% |
| Admin fee / account holder | $451 | $6,502-93.1% | $5,299-91.5% | $9,540-95.3% |