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 | $142,151 | $115,770+22.8% | $101,248+40.4% | $158,922-10.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.23% | 56.14%-36.9pp | 46.47%-27.2pp | 302.83%-283.6pp |
| Employer contribution / active EE | $7,484 | $4,175+79.3% | $3,660+104.5% | $4,761+57.2% |
| Participant deferral / active EE | $17,426 | $4,957+251.5% | $4,370+298.7% | $5,982+191.3% |
| Admin fee / account holder | $174,946 | $7,245+2314.7% | $5,945+2842.5% | $11,246+1455.7% |