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 | $138,225 | $67,331+105.3% | $60,874+127.1% | $134,475+2.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 5.32% | 49.93%-44.6pp | 16.90%-11.6pp | 417.96%-412.6pp |
| Employer contribution / active EE | $5,873 | $3,096+89.7% | $2,701+117.4% | $4,740+23.9% |
| Participant deferral / active EE | $5,170 | $4,538+13.9% | $3,817+35.5% | $6,400-19.2% |
| Admin fee / account holder | $8,360 | $4,582+82.4% | $3,224+159.3% | $11,426-26.8% |