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 | $206,457 | $88,594+133.0% | $70,092+194.6% | $134,475+53.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -5.73% | 442.67%-448.4pp | 190.73%-196.5pp | 417.96%-423.7pp |
| Employer contribution / active EE | $9,414 | $3,233+191.2% | $2,559+267.9% | $4,740+98.6% |
| Participant deferral / active EE | $3,000 | $4,772-37.1% | $3,849-22.1% | $6,400-53.1% |
| Admin fee / account holder | $42,109 | $10,441+303.3% | $6,267+572.0% | $11,426+268.5% |