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 | $178,190 | $76,738+132.2% | $56,411+215.9% | $145,922+22.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 22.88% | 2994.23%-2971.3pp | 1701.33%-1678.4pp | 561.29%-538.4pp |
| Employer contribution / active EE | $2,462 | $1,380+78.4% | $1,039+137.1% | $4,660-47.2% |
| Participant deferral / active EE | $18,396 | $2,623+601.4% | $1,952+842.5% | $6,688+175.1% |
| Admin fee / account holder | $5,861 | $3,334+75.8% | $2,829+107.2% | $13,397-56.2% |