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 | $222,257 | $102,966+115.9% | $90,281+146.2% | $152,861+45.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.54% | 95.16%-75.6pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $10,121 | $3,139+222.5% | $2,854+254.6% | $4,762+112.5% |
| Participant deferral / active EE | $3,797 | $4,281-11.3% | $3,885-2.3% | $5,850-35.1% |
| Admin fee / account holder | $47,819 | $6,171+674.9% | $5,351+793.6% | $11,596+312.4% |