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 | $150,748 | $109,327+37.9% | $89,391+68.6% | $158,922-5.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.54% | 345.68%-328.1pp | 245.62%-228.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $8,750 | $3,170+176.1% | $2,586+238.4% | $4,761+83.8% |
| Participant deferral / active EE | $2,993 | $4,598-34.9% | $3,890-23.1% | $5,982-50.0% |
| Admin fee / account holder | $479 | $6,153-92.2% | $4,881-90.2% | $11,246-95.7% |