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 | $218,186 | $96,635+125.8% | $86,612+151.9% | $139,434+56.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.15% | 106.41%-91.3pp | 591.07%-575.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,835 | $3,263-13.1% | $3,022-6.2% | $4,751-40.3% |
| Participant deferral / active EE | $10,398 | $4,836+115.0% | $4,438+134.3% | $6,710+55.0% |
| Admin fee / account holder | $1,770 | $6,408-72.4% | $5,614-68.5% | $11,403-84.5% |