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 | $169,814 | $112,881+50.4% | $90,951+86.7% | $158,922+6.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.37% | 215.79%-196.4pp | 134.60%-115.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $12,056 | $2,893+316.7% | $2,122+468.2% | $4,761+153.2% |
| Participant deferral / active EE | $7,314 | $4,128+77.2% | $3,373+116.9% | $5,982+22.3% |
| Admin fee / account holder | $930 | $8,041-88.4% | $5,959-84.4% | $11,246-91.7% |