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 | $236,572 | $149,734+58.0% | $118,925+98.9% | $158,922+48.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.12% | 19.95%-4.8pp | 35.88%-20.8pp | 302.83%-287.7pp |
| Employer contribution / active EE | $11,483 | $4,115+179.0% | $3,263+251.9% | $4,761+141.2% |
| Participant deferral / active EE | $19,543 | $5,223+274.2% | $4,265+358.2% | $5,982+226.7% |
| Admin fee / account holder | $1,109 | $8,603-87.1% | $6,581-83.2% | $11,246-90.1% |