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 | $142,844 | $70,756+101.9% | $65,493+118.1% | $142,382+0.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.55% | 1754.89%-1740.3pp | 982.45%-967.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,094 | $2,881+42.1% | $2,574+59.1% | $4,299-4.8% |
| Participant deferral / active EE | $8,103 | $4,637+74.7% | $3,961+104.6% | $6,507+24.5% |
| Admin fee / account holder | $1,809 | $6,559-72.4% | $5,028-64.0% | $12,624-85.7% |