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 | $160,596 | $106,890+50.2% | $84,015+91.2% | $152,861+5.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.00% | 104.99%-84.0pp | 71.31%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $9,828 | $2,734+259.5% | $1,983+395.5% | $4,762+106.4% |
| Participant deferral / active EE | $4,657 | $4,011+16.1% | $3,239+43.8% | $5,850-20.4% |
| Admin fee / account holder | $457 | $8,285-94.5% | $6,101-92.5% | $11,596-96.1% |