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 | $205,118 | $102,966+99.2% | $90,281+127.2% | $152,861+34.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.28% | 95.16%-73.9pp | 78.10%-56.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $10,803 | $3,139+244.2% | $2,854+278.5% | $4,762+126.8% |
| Participant deferral / active EE | $2,208 | $4,281-48.4% | $3,885-43.2% | $5,850-62.3% |
| Admin fee / account holder | $2,818 | $6,171-54.3% | $5,351-47.3% | $11,596-75.7% |