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 | $198,756 | $135,635+46.5% | $110,238+80.3% | $135,375+46.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 1.83% | 513.19%-511.4pp | 314.74%-312.9pp | 519.73%-517.9pp |
| Employer contribution / active EE | $4,429 | $4,906-9.7% | $3,826+15.8% | $4,779-7.3% |
| Participant deferral / active EE | $12,513 | $5,506+127.2% | $4,672+167.8% | $5,609+123.1% |
| Admin fee / account holder | $94,249 | $11,457+722.6% | $8,547+1002.7% | $10,827+770.5% |