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 | $195,325 | $106,890+82.7% | $84,015+132.5% | $152,861+27.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.23% | 104.99%-80.8pp | 71.31%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,376 | $2,734-13.1% | $1,983+19.8% | $4,762-50.1% |
| Participant deferral / active EE | $6,930 | $4,011+72.8% | $3,239+114.0% | $5,850+18.5% |
| Admin fee / account holder | $1,531 | $8,285-81.5% | $6,101-74.9% | $11,596-86.8% |