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 | $242,552 | $99,640+143.4% | $86,436+180.6% | $134,475+80.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.11% | 6782.58%-6801.7pp | 4394.89%-4414.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $8,680 | $4,400+97.3% | $3,769+130.3% | $4,740+83.1% |
| Participant deferral / active EE | $15,833 | $7,246+118.5% | $6,952+127.8% | $6,400+147.4% |
| Admin fee / account holder | $2,334 | $8,371-72.1% | $6,731-65.3% | $11,426-79.6% |