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 | $191,527 | $102,966+86.0% | $90,281+112.1% | $152,861+25.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.49% | 95.16%-81.7pp | 78.10%-64.6pp | 345.32%-331.8pp |
| Employer contribution / active EE | $24,969 | $3,139+695.5% | $2,854+774.7% | $4,762+424.3% |
| Participant deferral / active EE | $17,250 | $4,281+302.9% | $3,885+344.0% | $5,850+194.9% |
| Admin fee / account holder | $941 | $6,171-84.8% | $5,351-82.4% | $11,596-91.9% |