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 | $221,832 | $99,640+122.6% | $86,436+156.6% | $134,475+65.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.39% | 6782.58%-6796.0pp | 4394.89%-4408.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $7,393 | $4,400+68.0% | $3,769+96.2% | $4,740+56.0% |
| Participant deferral / active EE | $9,303 | $7,246+28.4% | $6,952+33.8% | $6,400+45.4% |
| Admin fee / account holder | $1,041 | $8,371-87.6% | $6,731-84.5% | $11,426-90.9% |