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 | $182,983 | $102,966+77.7% | $90,281+102.7% | $152,861+19.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 10.87% | 95.16%-84.3pp | 78.10%-67.2pp | 345.32%-334.4pp |
| Employer contribution / active EE | $9,895 | $3,139+215.2% | $2,854+246.6% | $4,762+107.8% |
| Participant deferral / active EE | $2,493 | $4,281-41.8% | $3,885-35.8% | $5,850-57.4% |
| Admin fee / account holder | $31,044 | $6,171+403.1% | $5,351+480.1% | $11,596+167.7% |