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 | $229,782 | $99,877+130.1% | $84,966+170.4% | $145,922+57.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.41% | 83.76%-69.4pp | 66.38%-52.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $15,700 | $3,231+385.9% | $2,727+475.7% | $4,660+236.9% |
| Participant deferral / active EE | $68,000 | $5,291+1185.3% | $4,519+1404.7% | $6,688+916.8% |
| Admin fee / account holder | $239,292 | $7,248+3201.6% | $6,149+3791.7% | $13,397+1686.2% |