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 | $123,424 | $96,635+27.7% | $86,612+42.5% | $139,434-11.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.24% | 106.41%-95.2pp | 591.07%-579.8pp | 372.94%-361.7pp |
| Employer contribution / active EE | $9,467 | $3,263+190.1% | $3,022+213.2% | $4,751+99.3% |
| Participant deferral / active EE | $8,845 | $4,836+82.9% | $4,438+99.3% | $6,710+31.8% |
| Admin fee / account holder | $4,897 | $6,408-23.6% | $5,614-12.8% | $11,403-57.0% |