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 | $199,379 | $102,616+94.3% | $81,983+143.2% | $158,922+25.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 18.37% | 61.04%-42.7pp | 41.31%-22.9pp | 302.83%-284.5pp |
| Employer contribution / active EE | $9,202 | $3,240+184.0% | $2,498+268.4% | $4,761+93.3% |
| Participant deferral / active EE | $6,331 | $4,648+36.2% | $3,722+70.1% | $5,982+5.8% |
| Admin fee / account holder | $17,818 | $8,235+116.4% | $5,664+214.6% | $11,246+58.4% |