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 | $132,263 | $100,852+31.1% | $90,404+46.3% | $158,922-16.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.87% | 1724.20%-1711.3pp | 1293.02%-1280.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,687 | $3,6890% | $3,262+13.0% | $4,761-22.6% |
| Participant deferral / active EE | $7,602 | $4,348+74.8% | $3,963+91.8% | $5,982+27.1% |
| Admin fee / account holder | $36,831 | $6,501+466.5% | $5,611+556.4% | $11,246+227.5% |