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 | $130,679 | $105,859+23.4% | $90,160+44.9% | $147,584-11.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.36% | 37.63%-23.3pp | 34.88%-20.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $26,348 | $4,126+538.6% | $3,318+694.1% | $4,876+440.3% |
| Participant deferral / active EE | $10,464 | $5,733+82.5% | $5,288+97.9% | $5,439+92.4% |
| Admin fee / account holder | $121,021 | $8,046+1404.1% | $5,943+1936.4% | $10,885+1011.8% |