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 | $150,486 | $72,071+108.8% | $68,368+120.1% | $137,256+9.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.61% | 353.14%-337.5pp | 292.57%-277.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $10,642 | $2,788+281.7% | $2,649+301.8% | $4,156+156.1% |
| Participant deferral / active EE | $6,275 | $4,410+42.3% | $4,123+52.2% | $6,407-2.1% |
| Admin fee / account holder | $493 | $5,336-90.8% | $5,150-90.4% | $12,270-96.0% |