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 | $226,222 | $112,881+100.4% | $90,951+148.7% | $158,922+42.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.62% | 215.79%-194.2pp | 134.60%-113.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $4,221 | $2,893+45.9% | $2,122+98.9% | $4,761-11.4% |
| Participant deferral / active EE | $7,600 | $4,128+84.1% | $3,373+125.3% | $5,982+27.0% |
| Admin fee / account holder | $305 | $8,041-96.2% | $5,959-94.9% | $11,246-97.3% |