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 | $166,915 | $102,317+63.1% | $146,958+13.6% | $80,856+106.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.50% | 134.76%-120.3pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,659 | $3,713-28.4% | $4,933-46.1% | $2,755-3.5% |
| Participant deferral / active EE | $10,057 | $6,644+51.4% | $8,070+24.6% | $4,296+134.1% |
| Admin fee / account holder | $1,209 | $7,941-84.8% | $12,998-90.7% | $6,918-82.5% |