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 | $183,995 | $99,079+85.7% | $77,999+135.9% | $273,961-32.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.92% | 217.93%-212.0pp | 425.96%-420.0pp | 41.45%-35.5pp |
| Employer contribution / active EE | $35,000 | $3,308+958.2% | $2,470+1317.0% | $4,869+618.9% |
| Participant deferral / active EE | $18,000 | $4,306+318.0% | $3,497+414.8% | $5,287+240.5% |
| Admin fee / account holder | $1,191 | $8,954-86.7% | $5,480-78.3% | $10,132-88.2% |