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 | $154,748 | $107,334+44.2% | $92,893+66.6% | $152,861+1.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.47% | 145.58%-133.1pp | 109.41%-96.9pp | 345.32%-332.9pp |
| Employer contribution / active EE | $6,449 | $4,221+52.8% | $3,653+76.5% | $4,762+35.4% |
| Participant deferral / active EE | $9,875 | $4,845+103.8% | $4,236+133.1% | $5,850+68.8% |
| Admin fee / account holder | $27,660 | $7,079+290.7% | $5,794+377.4% | $11,596+138.5% |