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 | $194,618 | $99,079+96.4% | $77,999+149.5% | $273,961-29.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.02% | 217.93%-207.9pp | 425.96%-415.9pp | 41.45%-31.4pp |
| Employer contribution / active EE | $4,130 | $3,308+24.9% | $2,470+67.2% | $4,869-15.2% |
| Participant deferral / active EE | $5,674 | $4,306+31.8% | $3,497+62.3% | $5,287+7.3% |
| Admin fee / account holder | $16,219 | $8,954+81.1% | $5,480+195.9% | $10,132+60.1% |