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 | $199,113 | $116,175+71.4% | $93,606+112.7% | $152,861+30.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.67% | 35.96%-14.3pp | 32.76%-11.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $8,259 | $3,218+156.6% | $2,718+203.9% | $4,762+73.4% |
| Participant deferral / active EE | $5,996 | $4,603+30.3% | $4,069+47.4% | $5,850+2.5% |
| Admin fee / account holder | $1,282 | $10,748-88.1% | $7,888-83.7% | $11,596-88.9% |