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 | $186,232 | $96,635+92.7% | $86,612+115.0% | $139,434+33.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.20% | 106.41%-95.2pp | 591.07%-579.9pp | 372.94%-361.7pp |
| Employer contribution / active EE | $14,982 | $3,263+359.2% | $3,022+395.7% | $4,751+215.4% |
| Participant deferral / active EE | $2,690 | $4,836-44.4% | $4,438-39.4% | $6,710-59.9% |
| Admin fee / account holder | $74,909 | $6,408+1069.0% | $5,614+1234.3% | $11,403+557.0% |