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 | $218,857 | $105,998+106.5% | $92,233+137.3% | $147,584+48.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.00% | 50.05%-31.0pp | 176.28%-157.3pp | 578.55%-559.5pp |
| Employer contribution / active EE | $12,182 | $4,333+181.2% | $3,679+231.1% | $4,876+149.8% |
| Participant deferral / active EE | $8,514 | $4,478+90.1% | $3,897+118.5% | $5,439+56.5% |
| Admin fee / account holder | $3,260 | $6,332-48.5% | $5,194-37.2% | $10,885-70.1% |