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 | $207,822 | $99,640+108.6% | $86,436+140.4% | $134,475+54.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.65% | 6782.58%-6786.2pp | 4394.89%-4398.5pp | 417.96%-421.6pp |
| Employer contribution / active EE | $2,006 | $4,400-54.4% | $3,769-46.8% | $4,740-57.7% |
| Participant deferral / active EE | $2,645 | $7,246-63.5% | $6,952-62.0% | $6,400-58.7% |
| Admin fee / account holder | $7,197 | $8,371-14.0% | $6,731+6.9% | $11,426-37.0% |