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 | $168,241 | $107,334+56.7% | $92,893+81.1% | $152,861+10.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.71% | 145.58%-123.9pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,390 | $4,221-67.1% | $3,653-62.0% | $4,762-70.8% |
| Participant deferral / active EE | $7,600 | $4,845+56.9% | $4,236+79.4% | $5,850+29.9% |
| Admin fee / account holder | $1,198 | $7,079-83.1% | $5,794-79.3% | $11,596-89.7% |