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 | $104,480 | $84,696+23.4% | $75,696+38.0% | $167,490-37.6% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.8%+20.8pp | 82.1%+13.5pp |
| Annual return | 13.19% | 199.36%-186.2pp | 104.53%-91.3pp | 478.56%-465.4pp |
| Employer contribution / active EE | $6,365 | $3,230+97.1% | $2,743+132.1% | $4,837+31.6% |
| Participant deferral / active EE | $9,947 | $4,580+117.2% | $3,821+160.3% | $6,341+56.9% |
| Admin fee / account holder | $916 | $5,355-82.9% | $3,619-74.7% | $12,309-92.6% |