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 | $129,443 | $27,915+363.7% | $58,482+121.3% | $75,163+72.2% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 29.72% | 44.20%-14.5pp | 4239.32%-4209.6pp | 160.62%-130.9pp |
| Employer contribution / active EE | $2,308 | $669+244.9% | $1,053+119.1% | $2,670-13.6% |
| Participant deferral / active EE | $2,137 | $1,201+77.9% | $1,924+11.1% | $4,125-48.2% |
| Admin fee / account holder | $9,653 | $1,726+459.4% | $2,516+283.7% | $5,651+70.8% |