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 | $231,738 | $106,890+116.8% | $84,015+175.8% | $152,861+51.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 13.46% | 104.99%-91.5pp | 71.31%-57.8pp | 345.32%-331.9pp |
| Employer contribution / active EE | $11,750 | $2,734+329.7% | $1,983+492.4% | $4,762+146.7% |
| Participant deferral / active EE | $11,750 | $4,011+192.9% | $3,239+262.8% | $5,850+100.8% |
| Admin fee / account holder | $1,045 | $8,285-87.4% | $6,101-82.9% | $11,596-91.0% |