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 | $160,789 | $232,540-30.9% | $185,117-13.1% | $147,584+8.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.76% | 43.03%-29.3pp | 40.50%-26.7pp | 578.55%-564.8pp |
| Employer contribution / active EE | $16,052 | $5,195+209.0% | $4,182+283.9% | $4,876+229.2% |
| Participant deferral / active EE | $12,325 | $5,834+111.3% | $5,045+144.3% | $5,439+126.6% |
| Admin fee / account holder | $5,460 | $10,275-46.9% | $8,159-33.1% | $10,885-49.8% |