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 | $199,213 | $136,179+46.3% | $98,755+101.7% | $167,490+18.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 18.55% | 67.53%-49.0pp | 49.91%-31.4pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,841 | $2,631+7.9% | $2,067+37.4% | $4,837-41.3% |
| Participant deferral / active EE | $10,009 | $3,716+169.4% | $3,035+229.8% | $6,341+57.8% |
| Admin fee / account holder | $11,120 | $5,031+121.0% | $4,076+172.8% | $12,309-9.7% |