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 | $163,461 | $107,334+52.3% | $92,893+76.0% | $152,861+6.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.99% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $12,720 | $4,221+201.3% | $3,653+248.2% | $4,762+167.1% |
| Participant deferral / active EE | $14,429 | $4,845+197.8% | $4,236+240.6% | $5,850+146.6% |
| Admin fee / account holder | $3,940 | $7,079-44.4% | $5,794-32.0% | $11,596-66.0% |