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 | $141,173 | $90,348+56.3% | $75,972+85.8% | $145,922-3.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.20% | 620.88%-608.7pp | 359.55%-347.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,527 | $3,311-23.7% | $2,685-5.9% | $4,660-45.8% |
| Participant deferral / active EE | $4,332 | $5,162-16.1% | $4,255+1.8% | $6,688-35.2% |
| Admin fee / account holder | $51,132 | $8,467+503.9% | $6,467+690.7% | $13,397+281.7% |