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 | $183,383 | $102,317+79.2% | $146,958+24.8% | $80,856+126.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.24% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,479 | $3,713-6.3% | $4,933-29.5% | $2,755+26.3% |
| Participant deferral / active EE | $9,670 | $6,644+45.5% | $8,070+19.8% | $4,296+125.1% |
| Admin fee / account holder | $31,395 | $7,941+295.3% | $12,998+141.5% | $6,918+353.8% |