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 | $168,150 | $106,890+57.3% | $84,015+100.1% | $152,861+10.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 13.57% | 104.99%-91.4pp | 71.31%-57.7pp | 345.32%-331.7pp |
| Employer contribution / active EE | $17,258 | $2,734+531.2% | $1,983+770.1% | $4,762+262.4% |
| Participant deferral / active EE | $9,897 | $4,011+146.7% | $3,239+205.6% | $5,850+69.2% |
| Admin fee / account holder | $1,839 | $8,285-77.8% | $6,101-69.9% | $11,596-84.1% |