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 | $218,238 | $175,202+24.6% | $149,673+45.8% | $139,434+56.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.96% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $13,750 | $5,474+151.2% | $4,818+185.4% | $4,751+189.4% |
| Participant deferral / active EE | $13,272 | $6,519+103.6% | $5,680+133.7% | $6,710+97.8% |
| Admin fee / account holder | $2,208 | $16,150-86.3% | $13,210-83.3% | $11,403-80.6% |