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 | $172,321 | $102,317+68.4% | $146,958+17.3% | $80,856+113.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.28% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,160 | $3,713-41.8% | $4,933-56.2% | $2,755-21.6% |
| Participant deferral / active EE | $9,927 | $6,644+49.4% | $8,070+23.0% | $4,296+131.1% |
| Admin fee / account holder | $52,786 | $7,941+564.7% | $12,998+306.1% | $6,918+663.0% |