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 | $142,664 | $97,125+46.9% | $86,233+65.4% | $137,256+3.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.05% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,956 | $2,841+74.4% | $2,504+97.9% | $4,156+19.2% |
| Participant deferral / active EE | $9,000 | $5,180+73.8% | $4,559+97.4% | $6,407+40.5% |
| Admin fee / account holder | $327 | $9,725-96.6% | $8,342-96.1% | $12,270-97.3% |