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 | $158,612 | $107,334+47.8% | $92,893+70.7% | $152,861+3.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.39% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $10,170 | $4,221+140.9% | $3,653+178.4% | $4,762+113.5% |
| Participant deferral / active EE | $3,837 | $4,845-20.8% | $4,236-9.4% | $5,850-34.4% |
| Admin fee / account holder | $784 | $7,079-88.9% | $5,794-86.5% | $11,596-93.2% |