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 | $112,970 | $95,416+18.4% | $185,823-39.2% | $85,850+31.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.16% | 23.59%-4.4pp | 122.05%-102.9pp | 318.53%-299.4pp |
| Employer contribution / active EE | $12,003 | $3,314+262.2% | $5,167+132.3% | $2,565+368.0% |
| Participant deferral / active EE | $6,789 | $3,423+98.3% | $5,568+21.9% | $3,952+71.8% |
| Admin fee / account holder | $1,460 | $7,213-79.8% | $16,237-91.0% | $6,260-76.7% |