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 | $151,294 | $112,881+34.0% | $90,951+66.3% | $158,922-4.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.00% | 215.79%-208.8pp | 134.60%-127.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $3,852 | $2,893+33.2% | $2,122+81.5% | $4,761-19.1% |
| Participant deferral / active EE | $4,337 | $4,128+5.1% | $3,373+28.6% | $5,982-27.5% |
| Admin fee / account holder | $127,889 | $8,041+1490.5% | $5,959+2046.3% | $11,246+1037.2% |