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 | $115,953 | $105,181+10.2% | $159,436-27.3% | $85,850+35.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.67% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $5,912 | $3,318+78.2% | $4,829+22.4% | $2,565+130.5% |
| Participant deferral / active EE | $11,108 | $5,945+86.9% | $7,352+51.1% | $3,952+181.1% |
| Admin fee / account holder | $76,587 | $6,933+1004.6% | $10,799+609.2% | $6,260+1123.5% |