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 | $220,549 | $102,966+114.2% | $90,281+144.3% | $152,861+44.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.87% | 95.16%-74.3pp | 78.10%-57.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $11,709 | $3,139+273.1% | $2,854+310.2% | $4,762+145.9% |
| Participant deferral / active EE | $10,972 | $4,281+156.3% | $3,885+182.4% | $5,850+87.6% |
| Admin fee / account holder | $2,303 | $6,171-62.7% | $5,351-57.0% | $11,596-80.1% |