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 | $227,300 | $135,635+67.6% | $110,238+106.2% | $135,375+67.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.83% | 513.19%-514.0pp | 314.74%-315.6pp | 519.73%-520.6pp |
| Employer contribution / active EE | $8,775 | $4,906+78.9% | $3,826+129.3% | $4,779+83.6% |
| Participant deferral / active EE | $11,232 | $5,506+104.0% | $4,672+140.4% | $5,609+100.3% |
| Admin fee / account holder | $68,623 | $11,457+499.0% | $8,547+702.9% | $10,827+533.8% |