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 | $146,105 | $102,317+42.8% | $146,958-0.6% | $80,856+80.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.63% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $5,099 | $3,713+37.3% | $4,933+3.4% | $2,755+85.1% |
| Participant deferral / active EE | $11,509 | $6,644+73.2% | $8,070+42.6% | $4,296+167.9% |
| Admin fee / account holder | $2,363 | $7,941-70.2% | $12,998-81.8% | $6,918-65.8% |