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 3-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 | $240,402 | $114,381+110.2% | $107,525+123.6% | $142,382+68.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.47% | 242.71%-221.2pp | 181.32%-159.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $71,936 | $4,015+1691.8% | $3,754+1816.5% | $4,299+1573.3% |
| Participant deferral / active EE | $30,500 | $5,564+448.1% | $5,116+496.2% | $6,507+368.7% |
| Admin fee / account holder | $2,647 | $9,860-73.2% | $8,919-70.3% | $12,624-79.0% |