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 | $214,216 | $107,934+98.5% | $91,989+132.9% | $152,861+40.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.98% | 89.24%-66.3pp | 69.02%-46.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $5,605 | $4,210+33.1% | $3,452+62.4% | $4,762+17.7% |
| Participant deferral / active EE | $18,500 | $6,364+190.7% | $5,923+212.3% | $5,850+216.2% |
| Admin fee / account holder | $906 | $10,520-91.4% | $7,743-88.3% | $11,596-92.2% |