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 | $239,677 | $96,635+148.0% | $86,612+176.7% | $139,434+71.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.36% | 106.41%-87.1pp | 591.07%-571.7pp | 372.94%-353.6pp |
| Employer contribution / active EE | $14,631 | $3,263+348.4% | $3,022+384.1% | $4,751+208.0% |
| Participant deferral / active EE | $11,564 | $4,836+139.1% | $4,438+160.6% | $6,710+72.3% |
| Admin fee / account holder | $3,328 | $6,408-48.1% | $5,614-40.7% | $11,403-70.8% |