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 | $221,782 | $91,190+143.2% | $178,490+24.3% | $79,858+177.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.23% | 24.19%-14.0pp | 151.07%-140.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $14,125 | $3,256+333.8% | $5,011+181.9% | $2,471+471.7% |
| Participant deferral / active EE | $5,205 | $3,236+60.8% | $5,202+0.1% | $3,740+39.2% |
| Admin fee / account holder | $63,507 | $6,751+840.7% | $13,984+354.1% | $5,306+1096.8% |