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 | $143,818 | $96,635+48.8% | $86,612+66.0% | $139,434+3.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.60% | 106.41%-90.8pp | 591.07%-575.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,723 | $3,263-16.5% | $3,022-9.9% | $4,751-42.7% |
| Participant deferral / active EE | $20,505 | $4,836+324.0% | $4,438+362.1% | $6,710+205.6% |
| Admin fee / account holder | $1,750 | $6,408-72.7% | $5,614-68.8% | $11,403-84.7% |