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 | $104,977 | $96,635+8.6% | $86,612+21.2% | $139,434-24.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.28% | 106.41%-89.1pp | 591.07%-573.8pp | 372.94%-355.7pp |
| Employer contribution / active EE | $4,766 | $3,263+46.1% | $3,022+57.7% | $4,751+0.3% |
| Participant deferral / active EE | $11,557 | $4,836+139.0% | $4,438+160.4% | $6,710+72.2% |
| Admin fee / account holder | $2,369 | $6,408-63.0% | $5,614-57.8% | $11,403-79.2% |