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 | $174,666 | $95,416+83.1% | $185,823-6.0% | $85,850+103.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.34% | 23.59%-11.2pp | 122.05%-109.7pp | 318.53%-306.2pp |
| Employer contribution / active EE | $7,767 | $3,314+134.4% | $5,167+50.3% | $2,565+202.8% |
| Participant deferral / active EE | $6,070 | $3,423+77.3% | $5,568+9.0% | $3,952+53.6% |
| Admin fee / account holder | $66,870 | $7,213+827.1% | $16,237+311.8% | $6,260+968.2% |