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 | $163,183 | $106,890+52.7% | $84,015+94.2% | $152,861+6.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.12% | 104.99%-79.9pp | 71.31%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $8,021 | $2,734+193.3% | $1,983+304.4% | $4,762+68.4% |
| Participant deferral / active EE | $6,273 | $4,011+56.4% | $3,239+93.7% | $5,850+7.2% |
| Admin fee / account holder | $2,080 | $8,285-74.9% | $6,101-65.9% | $11,596-82.1% |