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 | $235,652 | $104,664+125.2% | $85,682+175.0% | $167,490+40.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.99% | 21.45%-8.5pp | 21.49%-8.5pp | 478.56%-465.6pp |
| Employer contribution / active EE | $13,820 | $3,337+314.2% | $2,618+427.8% | $4,837+185.7% |
| Participant deferral / active EE | $13,000 | $4,824+169.5% | $3,923+231.4% | $6,341+105.0% |
| Admin fee / account holder | $6,816 | $10,032-32.1% | $6,873-0.8% | $12,309-44.6% |