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 | $173,728 | $99,877+73.9% | $84,966+104.5% | $145,922+19.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.57% | 83.76%-71.2pp | 66.38%-53.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $6,977 | $3,231+115.9% | $2,727+155.8% | $4,660+49.7% |
| Participant deferral / active EE | $12,763 | $5,291+141.2% | $4,519+182.4% | $6,688+90.8% |
| Admin fee / account holder | $30,583 | $7,248+322.0% | $6,149+397.4% | $13,397+128.3% |