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 | $225,264 | $96,635+133.1% | $86,612+160.1% | $139,434+61.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.12% | 106.41%-87.3pp | 591.07%-572.0pp | 372.94%-353.8pp |
| Employer contribution / active EE | $10,639 | $3,263+226.0% | $3,022+252.0% | $4,751+123.9% |
| Participant deferral / active EE | $12,452 | $4,836+157.5% | $4,438+180.6% | $6,710+85.6% |
| Admin fee / account holder | $487 | $6,408-92.4% | $5,614-91.3% | $11,403-95.7% |