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 | $199,416 | $102,966+93.7% | $90,281+120.9% | $152,861+30.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.68% | 95.16%-70.5pp | 78.10%-53.4pp | 345.32%-320.6pp |
| Employer contribution / active EE | $14,745 | $3,139+369.8% | $2,854+416.6% | $4,762+209.6% |
| Participant deferral / active EE | $6,255 | $4,281+46.1% | $3,885+61.0% | $5,850+6.9% |
| Admin fee / account holder | $2,721 | $6,171-55.9% | $5,351-49.2% | $11,596-76.5% |