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 | $206,841 | $97,757+111.6% | $83,848+146.7% | $135,375+52.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.84% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,607 | $4,222+9.1% | $3,631+26.9% | $4,779-3.6% |
| Participant deferral / active EE | $12,553 | $4,682+168.1% | $4,082+207.6% | $5,609+123.8% |
| Admin fee / account holder | $35,838 | $6,674+437.0% | $5,478+554.2% | $10,827+231.0% |