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 3-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 | $112,231 | $72,071+55.7% | $68,368+64.2% | $137,256-18.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.06% | 353.14%-329.1pp | 292.57%-268.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,680 | $2,788-39.8% | $2,649-36.6% | $4,156-59.6% |
| Participant deferral / active EE | $10,799 | $4,410+144.9% | $4,123+161.9% | $6,407+68.6% |
| Admin fee / account holder | $350 | $5,336-93.4% | $5,150-93.2% | $12,270-97.1% |