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 | $149,321 | $72,071+107.2% | $68,368+118.4% | $137,256+8.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.45% | 353.14%-339.7pp | 292.57%-279.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,464 | $2,788-11.6% | $2,649-7.0% | $4,156-40.7% |
| Participant deferral / active EE | $8,497 | $4,410+92.7% | $4,123+106.1% | $6,407+32.6% |
| Admin fee / account holder | $77,377 | $5,336+1350.2% | $5,150+1402.5% | $12,270+530.6% |