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 | $187,356 | $96,635+93.9% | $86,612+116.3% | $139,434+34.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.44% | 106.41%-95.0pp | 591.07%-579.6pp | 372.94%-361.5pp |
| Employer contribution / active EE | $15,961 | $3,263+389.2% | $3,022+428.1% | $4,751+236.0% |
| Participant deferral / active EE | $15,061 | $4,836+211.4% | $4,438+239.4% | $6,710+124.4% |
| Admin fee / account holder | $94,526 | $6,408+1375.2% | $5,614+1583.7% | $11,403+729.0% |