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 | $96,613 | $96,6350% | $86,612+11.5% | $139,434-30.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.02% | 106.41%-90.4pp | 591.07%-575.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $8,976 | $3,263+175.1% | $3,022+197.0% | $4,751+88.9% |
| Participant deferral / active EE | $5,197 | $4,836+7.5% | $4,438+17.1% | $6,710-22.6% |
| Admin fee / account holder | $18,731 | $6,408+192.3% | $5,614+233.6% | $11,403+64.3% |