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 | $136,107 | $74,888+81.7% | $71,209+91.1% | $142,382-4.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.72% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,850 | $2,854+69.9% | $2,721+78.2% | $4,299+12.8% |
| Participant deferral / active EE | $9,812 | $4,454+120.3% | $4,175+135.0% | $6,507+50.8% |
| Admin fee / account holder | $19,171 | $5,568+244.3% | $5,349+258.4% | $12,624+51.9% |