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 | $136,929 | $99,079+38.2% | $77,999+75.6% | $273,961-50.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.24% | 217.93%-213.7pp | 425.96%-421.7pp | 41.45%-37.2pp |
| Employer contribution / active EE | $3,819 | $3,308+15.5% | $2,470+54.6% | $4,869-21.6% |
| Participant deferral / active EE | $6,629 | $4,306+53.9% | $3,497+89.6% | $5,287+25.4% |
| Admin fee / account holder | $4,916 | $8,954-45.1% | $5,480-10.3% | $10,132-51.5% |