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 | $133,922 | $99,079+35.2% | $77,999+71.7% | $273,961-51.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.50% | 217.93%-211.4pp | 425.96%-419.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $11,909 | $3,308+260.0% | $2,470+382.1% | $4,869+144.6% |
| Participant deferral / active EE | $13,048 | $4,306+203.0% | $3,497+273.1% | $5,287+146.8% |
| Admin fee / account holder | $107,922 | $8,954+1105.3% | $5,480+1869.2% | $10,132+965.2% |