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 | $148,849 | $106,890+39.3% | $84,015+77.2% | $152,861-2.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.72% | 104.99%-87.3pp | 71.31%-53.6pp | 345.32%-327.6pp |
| Employer contribution / active EE | $12,806 | $2,734+368.3% | $1,983+545.6% | $4,762+168.9% |
| Participant deferral / active EE | $11,795 | $4,011+194.0% | $3,239+264.2% | $5,850+101.6% |
| Admin fee / account holder | $11,003 | $8,285+32.8% | $6,101+80.4% | $11,596-5.1% |