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 | $103,880 | $100,852+3.0% | $90,404+14.9% | $158,922-34.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.85% | 1724.20%-1705.4pp | 1293.02%-1274.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,166 | $3,689-14.2% | $3,262-3.0% | $4,761-33.5% |
| Participant deferral / active EE | $6,147 | $4,348+41.4% | $3,963+55.1% | $5,982+2.8% |
| Admin fee / account holder | $39,424 | $6,501+506.4% | $5,611+602.6% | $11,246+250.6% |