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 | $197,723 | $96,635+104.6% | $86,612+128.3% | $139,434+41.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.87% | 106.41%-95.5pp | 591.07%-580.2pp | 372.94%-362.1pp |
| Employer contribution / active EE | $4,250 | $3,263+30.2% | $3,022+40.6% | $4,751-10.6% |
| Participant deferral / active EE | $15,309 | $4,836+216.6% | $4,438+245.0% | $6,710+128.1% |
| Admin fee / account holder | $2,063 | $6,408-67.8% | $5,614-63.2% | $11,403-81.9% |