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 | $198,883 | $115,770+71.8% | $101,248+96.4% | $158,922+25.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.75% | 56.14%-36.4pp | 46.47%-26.7pp | 302.83%-283.1pp |
| Employer contribution / active EE | $12,305 | $4,175+194.8% | $3,660+236.2% | $4,761+158.4% |
| Participant deferral / active EE | $5,004 | $4,957+0.9% | $4,370+14.5% | $5,982-16.3% |
| Admin fee / account holder | $6,500 | $7,245-10.3% | $5,945+9.3% | $11,246-42.2% |