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 5-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 | $227,019 | $111,724+103.2% | $93,606+142.5% | $145,922+55.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.62% | 202.98%-190.4pp | 133.20%-120.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $9,960 | $3,090+222.4% | $2,420+311.6% | $4,660+113.8% |
| Participant deferral / active EE | $23,000 | $4,912+368.3% | $4,411+421.4% | $6,688+243.9% |
| Admin fee / account holder | $3,374 | $10,250-67.1% | $8,285-59.3% | $13,397-74.8% |