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 | $229,410 | $172,111+33.3% | $150,298+52.6% | $137,256+67.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.59% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,972 | $4,636-57.5% | $4,154-52.5% | $4,156-52.6% |
| Participant deferral / active EE | $7,904 | $6,166+28.2% | $5,453+45.0% | $6,407+23.4% |
| Admin fee / account holder | $28,667 | $16,471+74.0% | $14,116+103.1% | $12,270+133.6% |