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 | $223,824 | $74,888+198.9% | $71,209+214.3% | $142,382+57.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.18% | 345.14%-326.0pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,776 | $2,854+137.4% | $2,721+149.0% | $4,299+57.6% |
| Participant deferral / active EE | $9,557 | $4,454+114.5% | $4,175+128.9% | $6,507+46.9% |
| Admin fee / account holder | $13,093 | $5,568+135.1% | $5,349+144.8% | $12,624+3.7% |