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 | $185,278 | $99,877+85.5% | $84,966+118.1% | $145,922+27.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.98% | 83.76%-70.8pp | 66.38%-53.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $6,035 | $3,231+86.8% | $2,727+121.3% | $4,660+29.5% |
| Participant deferral / active EE | $28,234 | $5,291+433.7% | $4,519+524.7% | $6,688+322.2% |
| Admin fee / account holder | $56,628 | $7,248+681.3% | $6,149+821.0% | $13,397+322.7% |