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 | $128,489 | $96,635+33.0% | $86,612+48.4% | $139,434-7.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 34.22% | 106.41%-72.2pp | 591.07%-556.9pp | 372.94%-338.7pp |
| Employer contribution / active EE | $11,682 | $3,263+258.0% | $3,022+286.5% | $4,751+145.9% |
| Participant deferral / active EE | $5,351 | $4,836+10.6% | $4,438+20.6% | $6,710-20.3% |
| Admin fee / account holder | $1,019 | $6,408-84.1% | $5,614-81.8% | $11,403-91.1% |