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 | $174,804 | $96,635+80.9% | $86,612+101.8% | $139,434+25.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.44% | 106.41%-93.0pp | 591.07%-577.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $3,726 | $3,263+14.2% | $3,022+23.3% | $4,751-21.6% |
| Participant deferral / active EE | $7,542 | $4,836+56.0% | $4,438+70.0% | $6,710+12.4% |
| Admin fee / account holder | $41,623 | $6,408+549.6% | $5,614+641.4% | $11,403+265.0% |