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 | $196,645 | $106,890+84.0% | $84,015+134.1% | $152,861+28.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 13.20% | 104.99%-91.8pp | 71.31%-58.1pp | 345.32%-332.1pp |
| Employer contribution / active EE | $2,273 | $2,734-16.9% | $1,983+14.6% | $4,762-52.3% |
| Participant deferral / active EE | $1,932 | $4,011-51.8% | $3,239-40.3% | $5,850-67.0% |
| Admin fee / account holder | $10,843 | $8,285+30.9% | $6,101+77.7% | $11,596-6.5% |