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 | $208,004 | $150,187+38.5% | $120,354+72.8% | $145,922+42.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.05% | 154.07%-138.0pp | 107.15%-91.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $10,338 | $4,348+137.8% | $3,463+198.5% | $4,660+121.9% |
| Participant deferral / active EE | $11,093 | $6,173+79.7% | $4,991+122.3% | $6,688+65.9% |
| Admin fee / account holder | $38,792 | $12,207+217.8% | $9,423+311.7% | $13,397+189.6% |