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 | $189,989 | $93,373+103.5% | $152,466+24.6% | $85,850+121.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 11.78% | 21.84%-10.1pp | 757.33%-745.5pp | 318.53%-306.8pp |
| Employer contribution / active EE | $6,668 | $2,996+122.6% | $4,327+54.1% | $2,565+159.9% |
| Participant deferral / active EE | $6,607 | $4,550+45.2% | $5,820+13.5% | $3,952+67.2% |
| Admin fee / account holder | $1,798 | $13,853-87.0% | $15,805-88.6% | $6,260-71.3% |