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 | $188,838 | $99,652+89.5% | $78,778+139.7% | $147,584+28.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.43% | 47.28%-29.8pp | 35.62%-18.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $8,160 | $2,796+191.9% | $1,986+311.0% | $4,876+67.3% |
| Participant deferral / active EE | $10,040 | $3,664+174.1% | $2,958+239.4% | $5,439+84.6% |
| Admin fee / account holder | $869 | $7,155-87.8% | $5,134-83.1% | $10,885-92.0% |