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 | $239,109 | $99,079+141.3% | $77,999+206.6% | $273,961-12.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.57% | 217.93%-211.4pp | 425.96%-419.4pp | 41.45%-34.9pp |
| Employer contribution / active EE | $9,998 | $3,308+202.3% | $2,470+304.8% | $4,869+105.4% |
| Participant deferral / active EE | $6,395 | $4,306+48.5% | $3,497+82.9% | $5,287+20.9% |
| Admin fee / account holder | $71,502 | $8,954+698.6% | $5,480+1204.7% | $10,132+605.7% |