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 | $193,895 | $99,652+94.6% | $78,778+146.1% | $147,584+31.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.73% | 47.28%-35.6pp | 35.62%-23.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $7,994 | $2,796+186.0% | $1,986+302.6% | $4,876+63.9% |
| Participant deferral / active EE | $2,356 | $3,664-35.7% | $2,958-20.4% | $5,439-56.7% |
| Admin fee / account holder | $11,582 | $7,155+61.9% | $5,134+125.6% | $10,885+6.4% |