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 | $195,015 | $107,934+80.7% | $91,989+112.0% | $152,861+27.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 18.80% | 89.24%-70.4pp | 69.02%-50.2pp | 345.32%-326.5pp |
| Employer contribution / active EE | $29,251 | $4,210+594.8% | $3,452+747.4% | $4,762+514.2% |
| Participant deferral / active EE | $11,591 | $6,364+82.1% | $5,923+95.7% | $5,850+98.1% |
| Admin fee / account holder | $6,695 | $10,520-36.4% | $7,743-13.5% | $11,596-42.3% |