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 | $106,768 | $96,635+10.5% | $86,612+23.3% | $139,434-23.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.48% | 106.41%-80.9pp | 591.07%-565.6pp | 372.94%-347.5pp |
| Employer contribution / active EE | $6,236 | $3,263+91.1% | $3,022+106.3% | $4,751+31.3% |
| Participant deferral / active EE | $6,842 | $4,836+41.5% | $4,438+54.2% | $6,710+2.0% |
| Admin fee / account holder | $13,369 | $6,408+108.6% | $5,614+138.1% | $11,403+17.2% |