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 | $204,586 | $126,574+61.6% | $106,213+92.6% | $145,922+40.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.02% | 224.79%-213.8pp | 116.14%-105.1pp | 561.29%-550.3pp |
| Employer contribution / active EE | $8,540 | $3,730+128.9% | $3,171+169.3% | $4,660+83.3% |
| Participant deferral / active EE | $12,921 | $5,724+125.7% | $5,016+157.6% | $6,688+93.2% |
| Admin fee / account holder | $15,844 | $17,304-8.4% | $11,033+43.6% | $13,397+18.3% |