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 | $151,051 | $102,317+47.6% | $146,958+2.8% | $80,856+86.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.41% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,189 | $3,713-14.1% | $4,933-35.3% | $2,755+15.8% |
| Participant deferral / active EE | $7,890 | $6,644+18.8% | $8,070-2.2% | $4,296+83.7% |
| Admin fee / account holder | $35,020 | $7,941+341.0% | $12,998+169.4% | $6,918+406.2% |