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 | $227,093 | $90,600+150.7% | $79,464+185.8% | $135,375+67.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 5.81% | 977.43%-971.6pp | 718.14%-712.3pp | 519.73%-513.9pp |
| Employer contribution / active EE | $5,562 | $3,068+81.3% | $2,800+98.6% | $4,779+16.4% |
| Participant deferral / active EE | $2,489 | $4,050-38.5% | $3,704-32.8% | $5,609-55.6% |
| Admin fee / account holder | $23,067 | $5,907+290.5% | $5,113+351.1% | $10,827+113.0% |