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 | $135,345 | $81,248+66.6% | $155,509-13.0% | $80,856+67.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.88% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $15,661 | $3,100+405.2% | $4,672+235.2% | $2,755+468.5% |
| Participant deferral / active EE | $4,833 | $3,452+40.0% | $5,626-14.1% | $4,296+12.5% |
| Admin fee / account holder | $19,800 | $7,997+147.6% | $15,912+24.4% | $6,918+186.2% |