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 | $106,577 | $96,635+10.3% | $86,612+23.1% | $139,434-23.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.05% | 106.41%-94.4pp | 591.07%-579.0pp | 372.94%-360.9pp |
| Employer contribution / active EE | $10,008 | $3,263+206.7% | $3,022+231.1% | $4,751+110.7% |
| Participant deferral / active EE | $15,024 | $4,836+210.7% | $4,438+238.6% | $6,710+123.9% |
| Admin fee / account holder | $92,566 | $6,408+1344.6% | $5,614+1548.8% | $11,403+711.8% |