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 | $143,809 | $48,046+199.3% | $84,611+70.0% | $72,985+97.0% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 42.63% | 37.38%+5.2pp | 258.74%-216.1pp | 81.00%-38.4pp |
| Employer contribution / active EE | $16,359 | $1,602+921.3% | $2,652+516.8% | $2,440+570.5% |
| Participant deferral / active EE | $3,373 | $2,680+25.8% | $3,899-13.5% | $3,607-6.5% |
| Admin fee / account holder | $7,919 | $3,395+133.3% | $4,912+61.2% | $5,124+54.5% |