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 | $174,326 | $76,738+127.2% | $56,411+209.0% | $145,922+19.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.01% | 2994.23%-2982.2pp | 1701.33%-1689.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $21,361 | $1,380+1448.1% | $1,039+1956.6% | $4,660+358.4% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,093 | $3,334-67.2% | $2,829-61.4% | $13,397-91.8% |