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 | $174,924 | $102,966+69.9% | $90,281+93.8% | $152,861+14.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.39% | 95.16%-77.8pp | 78.10%-60.7pp | 345.32%-327.9pp |
| Employer contribution / active EE | $8,430 | $3,139+168.6% | $2,854+195.3% | $4,762+77.0% |
| Participant deferral / active EE | $4,333 | $4,281+1.2% | $3,885+11.5% | $5,850-25.9% |
| Admin fee / account holder | $20,102 | $6,171+225.8% | $5,351+275.7% | $11,596+73.3% |