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 | $203,424 | $110,809+83.6% | $86,874+134.2% | $167,490+21.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 39.47% | 116.98%-77.5pp | 63.52%-24.1pp | 478.56%-439.1pp |
| Employer contribution / active EE | $10,986 | $3,244+238.7% | $2,495+340.3% | $4,837+127.1% |
| Participant deferral / active EE | $2,889 | $4,546-36.5% | $3,699-21.9% | $6,341-54.4% |
| Admin fee / account holder | $1,092 | $8,415-87.0% | $5,828-81.3% | $12,309-91.1% |