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 | $214,790 | $96,635+122.3% | $86,612+148.0% | $139,434+54.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.23% | 106.41%-87.2pp | 591.07%-571.8pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,212 | $3,263-32.2% | $3,022-26.8% | $4,751-53.4% |
| Participant deferral / active EE | $9,067 | $4,836+87.5% | $4,438+104.3% | $6,710+35.1% |
| Admin fee / account holder | $186,299 | $6,408+2807.4% | $5,614+3218.4% | $11,403+1533.8% |