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 | $230,659 | $96,484+139.1% | $75,886+204.0% | $152,861+50.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.99% | 33.98%-16.0pp | 30.76%-12.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $7,810 | $3,309+136.0% | $2,500+212.3% | $4,762+64.0% |
| Participant deferral / active EE | $9,361 | $4,553+105.6% | $3,603+159.8% | $5,850+60.0% |
| Admin fee / account holder | $37,072 | $8,078+358.9% | $5,418+584.2% | $11,596+219.7% |