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 | $120,149 | $99,079+21.3% | $77,999+54.0% | $273,961-56.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.69% | 217.93%-210.2pp | 425.96%-418.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $13,698 | $3,308+314.1% | $2,470+454.6% | $4,869+181.4% |
| Participant deferral / active EE | $11,905 | $4,306+176.5% | $3,497+240.5% | $5,287+125.2% |
| Admin fee / account holder | $17,177 | $8,954+91.8% | $5,480+213.4% | $10,132+69.5% |