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 | $231,044 | $107,934+114.1% | $91,989+151.2% | $152,861+51.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 15.11% | 89.24%-74.1pp | 69.02%-53.9pp | 345.32%-330.2pp |
| Employer contribution / active EE | $9,379 | $4,210+122.8% | $3,452+171.7% | $4,762+96.9% |
| Participant deferral / active EE | $3,000 | $6,364-52.9% | $5,923-49.3% | $5,850-48.7% |
| Admin fee / account holder | $158,209 | $10,520+1403.9% | $7,743+1943.3% | $11,596+1264.3% |