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 | $101,547 | $96,635+5.1% | $86,612+17.2% | $139,434-27.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.20% | 106.41%-89.2pp | 591.07%-573.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $8,808 | $3,263+169.9% | $3,022+191.4% | $4,751+85.4% |
| Participant deferral / active EE | $11,852 | $4,836+145.1% | $4,438+167.1% | $6,710+76.6% |
| Admin fee / account holder | $752 | $6,408-88.3% | $5,614-86.6% | $11,403-93.4% |