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 | $160,722 | $99,877+60.9% | $84,966+89.2% | $145,922+10.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.10% | 83.76%-70.7pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $11,403 | $3,231+252.9% | $2,727+318.1% | $4,660+144.7% |
| Participant deferral / active EE | $9,067 | $5,291+71.4% | $4,519+100.6% | $6,688+35.6% |
| Admin fee / account holder | $849 | $7,248-88.3% | $6,149-86.2% | $13,397-93.7% |