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 | $175,645 | $102,317+71.7% | $146,958+19.5% | $80,856+117.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.06% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.5pp |
| Employer contribution / active EE | $2,657 | $3,713-28.4% | $4,933-46.1% | $2,755-3.6% |
| Participant deferral / active EE | $7,928 | $6,644+19.3% | $8,070-1.8% | $4,296+84.6% |
| Admin fee / account holder | $19,010 | $7,941+139.4% | $12,998+46.2% | $6,918+174.8% |