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 | $243,549 | $99,640+144.4% | $86,436+181.8% | $134,475+81.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.21% | 6782.58%-6801.8pp | 4394.89%-4414.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $9,001 | $4,400+104.5% | $3,769+138.8% | $4,740+89.9% |
| Participant deferral / active EE | $11,371 | $7,246+56.9% | $6,952+63.6% | $6,400+77.7% |
| Admin fee / account holder | $1,986 | $8,371-76.3% | $6,731-70.5% | $11,426-82.6% |