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 | $197,762 | $104,475+89.3% | $159,436+24.0% | $79,386+149.1% |
| Participation rate | 99.0% | 76.6%+22.4pp | 82.8%+16.2pp | 70.7%+28.3pp |
| Annual return | 15.22% | 67.95%-52.7pp | 263.57%-248.3pp | 116.85%-101.6pp |
| Employer contribution / active EE | $15,329 | $3,417+348.7% | $4,829+217.4% | $2,427+531.5% |
| Participant deferral / active EE | $7,222 | $6,467+11.7% | $7,352-1.8% | $4,046+78.5% |
| Admin fee / account holder | $22,412 | $711+3051.6% | $10,799+107.6% | $626+3477.8% |