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 | $199,272 | $126,574+57.4% | $106,213+87.6% | $145,922+36.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.88% | 224.79%-211.9pp | 116.14%-103.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $13,180 | $3,730+253.3% | $3,171+315.6% | $4,660+182.8% |
| Participant deferral / active EE | $27,500 | $5,724+380.5% | $5,016+448.3% | $6,688+311.2% |
| Admin fee / account holder | $37,616 | $17,304+117.4% | $11,033+240.9% | $13,397+180.8% |