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 | $195,019 | $99,079+96.8% | $77,999+150.0% | $273,961-28.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 11.44% | 217.93%-206.5pp | 425.96%-414.5pp | 41.45%-30.0pp |
| Employer contribution / active EE | $15,581 | $3,308+371.0% | $2,470+530.8% | $4,869+220.0% |
| Participant deferral / active EE | $7,026 | $4,306+63.2% | $3,497+100.9% | $5,287+32.9% |
| Admin fee / account holder | $16,032 | $8,954+79.0% | $5,480+192.5% | $10,132+58.2% |