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 | $237,563 | $118,849+99.9% | $96,562+146.0% | $167,490+41.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.41% | 50.49%-37.1pp | 37.78%-24.4pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,978 | $3,120-36.6% | $2,356-16.1% | $4,837-59.1% |
| Participant deferral / active EE | $5,128 | $4,616+11.1% | $3,849+33.2% | $6,341-19.1% |
| Admin fee / account holder | $20,356 | $8,065+152.4% | $6,181+229.3% | $12,309+65.4% |