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 | $228,180 | $118,849+92.0% | $96,562+136.3% | $167,490+36.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.53% | 50.49%-40.0pp | 37.78%-27.3pp | 478.56%-468.0pp |
| Employer contribution / active EE | $10,064 | $3,120+222.6% | $2,356+327.1% | $4,837+108.0% |
| Participant deferral / active EE | $8,482 | $4,616+83.8% | $3,849+120.4% | $6,341+33.8% |
| Admin fee / account holder | $43,940 | $8,065+444.8% | $6,181+610.9% | $12,309+257.0% |