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 | $174,775 | $102,966+69.7% | $90,281+93.6% | $152,861+14.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.97% | 95.16%-76.2pp | 78.10%-59.1pp | 345.32%-326.3pp |
| Employer contribution / active EE | $7,418 | $3,139+136.3% | $2,854+159.9% | $4,762+55.8% |
| Participant deferral / active EE | $5,109 | $4,281+19.3% | $3,885+31.5% | $5,850-12.7% |
| Admin fee / account holder | $1,838 | $6,171-70.2% | $5,351-65.7% | $11,596-84.2% |