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 | $199,593 | $107,934+84.9% | $91,989+117.0% | $152,861+30.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.96% | 89.24%-68.3pp | 69.02%-48.1pp | 345.32%-324.4pp |
| Employer contribution / active EE | $5,251 | $4,210+24.7% | $3,452+52.1% | $4,762+10.3% |
| Participant deferral / active EE | $4,692 | $6,364-26.3% | $5,923-20.8% | $5,850-19.8% |
| Admin fee / account holder | $77,303 | $10,520+634.8% | $7,743+898.4% | $11,596+566.6% |