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 3-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 | $107,983 | $70,606+52.9% | $53,898+100.3% | $142,382-24.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.28% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,143 | $1,202+78.2% | $932+129.9% | $4,299-50.2% |
| Participant deferral / active EE | $14,883 | $2,364+529.6% | $1,826+714.9% | $6,507+128.7% |
| Admin fee / account holder | $1,254 | $2,852-56.0% | $2,491-49.7% | $12,624-90.1% |