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 | $224,516 | $90,600+147.8% | $79,464+182.5% | $135,375+65.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.17% | 977.43%-978.6pp | 718.14%-719.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $9,597 | $3,068+212.8% | $2,800+242.7% | $4,779+100.8% |
| Participant deferral / active EE | $1,459 | $4,050-64.0% | $3,704-60.6% | $5,609-74.0% |
| Admin fee / account holder | $6,566 | $5,907+11.2% | $5,113+28.4% | $10,827-39.4% |