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 | $140,988 | $77,634+81.6% | $156,549-9.9% | $62,891+124.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.23% | 50.32%-40.1pp | 32.23%-22.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $7,338 | $3,444+113.1% | $5,501+33.4% | $2,281+221.7% |
| Participant deferral / active EE | $5,248 | $3,045+72.3% | $4,871+7.7% | $3,203+63.9% |
| Admin fee / account holder | $1,576 | $5,561-71.7% | $13,027-87.9% | $4,296-63.3% |