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 | $187,997 | $102,966+82.6% | $90,281+108.2% | $152,861+23.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.80% | 95.16%-83.4pp | 78.10%-66.3pp | 345.32%-333.5pp |
| Employer contribution / active EE | $15,917 | $3,139+407.1% | $2,854+457.6% | $4,762+234.2% |
| Participant deferral / active EE | $15,518 | $4,281+262.4% | $3,885+299.4% | $5,850+165.3% |
| Admin fee / account holder | $4,402 | $6,171-28.7% | $5,351-17.7% | $11,596-62.0% |