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 | $184,405 | $96,635+90.8% | $86,612+112.9% | $139,434+32.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.50% | 106.41%-88.9pp | 591.07%-573.6pp | 372.94%-355.4pp |
| Employer contribution / active EE | $6,739 | $3,263+106.5% | $3,022+123.0% | $4,751+41.8% |
| Participant deferral / active EE | $9,784 | $4,836+102.3% | $4,438+120.5% | $6,710+45.8% |
| Admin fee / account holder | $6,715 | $6,408+4.8% | $5,614+19.6% | $11,403-41.1% |