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 | $150,967 | $69,207+118.1% | $64,056+135.7% | $139,434+8.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.57% | 45.88%-28.3pp | 33.69%-16.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,259 | $3,182-29.0% | $2,747-17.8% | $4,751-52.4% |
| Participant deferral / active EE | $16,164 | $4,682+245.3% | $3,880+316.6% | $6,710+140.9% |
| Admin fee / account holder | $975 | $4,244-77.0% | $3,068-68.2% | $11,403-91.5% |