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 | $243,999 | $115,770+110.8% | $101,248+141.0% | $158,922+53.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.50% | 56.14%-46.6pp | 46.47%-37.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $3,800 | $4,175-9.0% | $3,660+3.8% | $4,761-20.2% |
| Participant deferral / active EE | $12,459 | $4,957+151.3% | $4,370+185.1% | $5,982+108.3% |
| Admin fee / account holder | $103,948 | $7,245+1334.8% | $5,945+1648.3% | $11,246+824.3% |