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 | $152,705 | $70,428+116.8% | $96,562+58.1% | $85,850+77.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.15% | 18.59%-6.4pp | 37.78%-25.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,360 | $1,413+67.0% | $2,356+0.2% | $2,565-8.0% |
| Participant deferral / active EE | $2,336 | $2,894-19.3% | $3,849-39.3% | $3,952-40.9% |
| Admin fee / account holder | $11,363 | $4,997+127.4% | $6,181+83.8% | $6,260+81.5% |