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 | $169,169 | $73,515+130.1% | $62,995+168.5% | $147,584+14.6% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.8%+20.4pp | 82.8%+12.4pp |
| Annual return | 13.41% | 175.43%-162.0pp | 87.57%-74.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $17,536 | $3,320+428.1% | $2,759+535.6% | $4,876+259.6% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,528 | $5,953+9.6% | $3,600+81.3% | $10,885-40.0% |