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 | $154,393 | $69,207+123.1% | $64,056+141.0% | $139,434+10.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.36% | 45.88%-34.5pp | 33.69%-22.3pp | 372.94%-361.6pp |
| Employer contribution / active EE | $2,139 | $3,182-32.8% | $2,747-22.1% | $4,751-55.0% |
| Participant deferral / active EE | $2,139 | $4,682-54.3% | $3,880-44.9% | $6,710-68.1% |
| Admin fee / account holder | $691 | $4,244-83.7% | $3,068-77.5% | $11,403-93.9% |