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 | $150,250 | $91,190+64.8% | $178,490-15.8% | $79,858+88.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.36% | 24.19%-3.8pp | 151.07%-130.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $2,552 | $3,256-21.6% | $5,011-49.1% | $2,471+3.3% |
| Participant deferral / active EE | $6,284 | $3,236+94.2% | $5,202+20.8% | $3,740+68.0% |
| Admin fee / account holder | $662 | $6,751-90.2% | $13,984-95.3% | $5,306-87.5% |