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 | $213,062 | $90,348+135.8% | $75,972+180.4% | $145,922+46.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.88% | 620.88%-605.0pp | 359.55%-343.7pp | 561.29%-545.4pp |
| Employer contribution / active EE | $9,583 | $3,311+189.4% | $2,685+256.9% | $4,660+105.7% |
| Participant deferral / active EE | $7,191 | $5,162+39.3% | $4,255+69.0% | $6,688+7.5% |
| Admin fee / account holder | $4,679 | $8,467-44.7% | $6,467-27.6% | $13,397-65.1% |