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 | $213,724 | $102,966+107.6% | $90,281+136.7% | $152,861+39.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.87% | 95.16%-72.3pp | 78.10%-55.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $11,276 | $3,139+259.2% | $2,854+295.0% | $4,762+136.8% |
| Participant deferral / active EE | $7,835 | $4,281+83.0% | $3,885+101.7% | $5,850+33.9% |
| Admin fee / account holder | $697 | $6,171-88.7% | $5,351-87.0% | $11,596-94.0% |