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 | $172,190 | $96,635+78.2% | $86,612+98.8% | $139,434+23.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.48% | 106.41%-91.9pp | 591.07%-576.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,942 | $3,263-40.5% | $3,022-35.8% | $4,751-59.1% |
| Participant deferral / active EE | $11,043 | $4,836+128.4% | $4,438+148.8% | $6,710+64.6% |
| Admin fee / account holder | $16,163 | $6,408+152.2% | $5,614+187.9% | $11,403+41.7% |