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 | $218,800 | $116,167+88.3% | $64,489+239.3% | $137,256+59.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 9.35% | 36.55%-27.2pp | 55.03%-45.7pp | 220.34%-211.0pp |
| Employer contribution / active EE | $4,990 | $2,483+101.0% | $1,523+227.6% | $4,156+20.1% |
| Participant deferral / active EE | $24,694 | $4,215+485.9% | $2,778+788.8% | $6,407+285.4% |
| Admin fee / account holder | $90,142 | $6,188+1356.7% | $4,260+2016.0% | $12,270+634.6% |