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 | $236,032 | $107,934+118.7% | $91,989+156.6% | $152,861+54.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.63% | 89.24%-63.6pp | 69.02%-43.4pp | 345.32%-319.7pp |
| Employer contribution / active EE | $9,612 | $4,210+128.3% | $3,452+178.5% | $4,762+101.8% |
| Participant deferral / active EE | $9,508 | $6,364+49.4% | $5,923+60.5% | $5,850+62.5% |
| Admin fee / account holder | $1,333 | $10,520-87.3% | $7,743-82.8% | $11,596-88.5% |