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 | $149,984 | $51,638+190.5% | $68,368+119.4% | $82,448+81.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.05% | 37.53%-21.5pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $7,328 | $2,047+258.1% | $2,649+176.7% | $2,551+187.3% |
| Participant deferral / active EE | $6,458 | $2,914+121.7% | $4,123+56.7% | $4,139+56.0% |
| Admin fee / account holder | $13,224 | $4,643+184.8% | $5,150+156.8% | $7,234+82.8% |