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 | $148,946 | $113,339+31.4% | $94,993+56.8% | $147,584+0.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 7.89% | 20.77%-12.9pp | 27.12%-19.2pp | 578.55%-570.7pp |
| Employer contribution / active EE | $16,062 | $3,160+408.2% | $2,603+517.0% | $4,876+229.4% |
| Participant deferral / active EE | $11,250 | $3,777+197.8% | $3,317+239.2% | $5,439+106.9% |
| Admin fee / account holder | $556 | $6,063-90.8% | $4,960-88.8% | $10,885-94.9% |