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 | $196,035 | $112,881+73.7% | $90,951+115.5% | $158,922+23.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.21% | 215.79%-208.6pp | 134.60%-127.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $10,436 | $2,893+260.7% | $2,122+391.8% | $4,761+119.2% |
| Participant deferral / active EE | $8,474 | $4,128+105.3% | $3,373+151.2% | $5,982+41.6% |
| Admin fee / account holder | $10,000 | $8,041+24.4% | $5,959+67.8% | $11,246-11.1% |