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 | $233,540 | $106,890+118.5% | $84,015+178.0% | $152,861+52.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.59% | 104.99%-86.4pp | 71.31%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,470 | $2,734-46.3% | $1,983-25.9% | $4,762-69.1% |
| Participant deferral / active EE | $3,876 | $4,011-3.4% | $3,239+19.7% | $5,850-33.7% |
| Admin fee / account holder | $430 | $8,285-94.8% | $6,101-92.9% | $11,596-96.3% |