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 | $151,687 | $111,724+35.8% | $93,606+62.0% | $145,922+4.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.59% | 202.98%-192.4pp | 133.20%-122.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,874 | $3,090-39.3% | $2,420-22.5% | $4,660-59.8% |
| Participant deferral / active EE | $10,051 | $4,912+104.6% | $4,411+127.8% | $6,688+50.3% |
| Admin fee / account holder | $32,823 | $10,250+220.2% | $8,285+296.2% | $13,397+145.0% |