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 | $167,473 | $99,652+68.1% | $78,778+112.6% | $147,584+13.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.61% | 47.28%-35.7pp | 35.62%-24.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $5,912 | $2,796+111.5% | $1,986+197.7% | $4,876+21.2% |
| Participant deferral / active EE | $10,500 | $3,664+186.6% | $2,958+254.9% | $5,439+93.1% |
| Admin fee / account holder | $1,911 | $7,155-73.3% | $5,134-62.8% | $10,885-82.4% |