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 | $213,578 | $96,484+121.4% | $75,886+181.4% | $152,861+39.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.90% | 33.98%-12.1pp | 30.76%-8.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $8,671 | $3,309+162.0% | $2,500+246.8% | $4,762+82.1% |
| Participant deferral / active EE | $5,299 | $4,553+16.4% | $3,603+47.1% | $5,850-9.4% |
| Admin fee / account holder | $44,522 | $8,078+451.2% | $5,418+721.7% | $11,596+283.9% |