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 | $139,939 | $99,079+41.2% | $77,999+79.4% | $273,961-48.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.64% | 217.93%-210.3pp | 425.96%-418.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,201 | $3,308-33.5% | $2,470-10.9% | $4,869-54.8% |
| Participant deferral / active EE | $8,704 | $4,306+102.1% | $3,497+148.9% | $5,287+64.6% |
| Admin fee / account holder | $6,516 | $8,954-27.2% | $5,480+18.9% | $10,132-35.7% |