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 | $183,845 | $80,812+127.5% | $160,784+14.3% | $82,448+123.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 14.13% | 100.59%-86.5pp | 1803.92%-1789.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $8,777 | $2,174+303.8% | $3,733+135.1% | $2,551+244.1% |
| Participant deferral / active EE | $7,768 | $4,335+79.2% | $6,293+23.4% | $4,139+87.7% |
| Admin fee / account holder | $9,923 | $7,695+29.0% | $9,717+2.1% | $7,234+37.2% |