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 | $118,815 | $74,888+58.7% | $71,209+66.9% | $142,382-16.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 37.49% | 345.14%-307.7pp | 282.51%-245.0pp | 217.08%-179.6pp |
| Employer contribution / active EE | $8,315 | $2,854+191.3% | $2,721+205.6% | $4,299+93.4% |
| Participant deferral / active EE | $10,537 | $4,454+136.5% | $4,175+152.4% | $6,507+61.9% |
| Admin fee / account holder | $1,402 | $5,568-74.8% | $5,349-73.8% | $12,624-88.9% |