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 | $193,024 | $149,734+28.9% | $118,925+62.3% | $158,922+21.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.75% | 19.95%-11.2pp | 35.88%-27.1pp | 302.83%-294.1pp |
| Employer contribution / active EE | $13,556 | $4,115+229.4% | $3,263+315.5% | $4,761+184.7% |
| Participant deferral / active EE | $11,800 | $5,223+125.9% | $4,265+176.7% | $5,982+97.3% |
| Admin fee / account holder | $842 | $8,603-90.2% | $6,581-87.2% | $11,246-92.5% |