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 | $173,672 | $72,071+141.0% | $68,368+154.0% | $137,256+26.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.86% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $15,591 | $2,788+459.2% | $2,649+488.6% | $4,156+275.1% |
| Participant deferral / active EE | $14,105 | $4,410+219.8% | $4,123+242.1% | $6,407+120.2% |
| Admin fee / account holder | $448 | $5,336-91.6% | $5,150-91.3% | $12,270-96.4% |