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 | $186,894 | $90,600+106.3% | $79,464+135.2% | $135,375+38.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.23% | 977.43%-979.7pp | 718.14%-720.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $16,973 | $3,068+453.2% | $2,800+506.1% | $4,779+255.2% |
| Participant deferral / active EE | $15,489 | $4,050+282.4% | $3,704+318.2% | $5,609+176.2% |
| Admin fee / account holder | $96,639 | $5,907+1536.1% | $5,113+1790.1% | $10,827+792.6% |