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 | $166,935 | $106,890+56.2% | $84,015+98.7% | $152,861+9.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.50% | 104.99%-80.5pp | 71.31%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,583 | $2,734-5.5% | $1,983+30.2% | $4,762-45.8% |
| Participant deferral / active EE | $6,870 | $4,011+71.3% | $3,239+112.1% | $5,850+17.4% |
| Admin fee / account holder | $7,901 | $8,285-4.6% | $6,101+29.5% | $11,596-31.9% |