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 | $140,787 | $99,652+41.3% | $78,778+78.7% | $147,584-4.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.38% | 47.28%-36.9pp | 35.62%-25.2pp | 578.55%-568.2pp |
| Employer contribution / active EE | $6,224 | $2,796+122.6% | $1,986+213.5% | $4,876+27.6% |
| Participant deferral / active EE | $10,869 | $3,664+196.7% | $2,958+267.4% | $5,439+99.8% |
| Admin fee / account holder | $4,760 | $7,155-33.5% | $5,134-7.3% | $10,885-56.3% |