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 | $213,293 | $129,217+65.1% | $93,406+128.3% | $158,922+34.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 12.09% | 118.21%-106.1pp | 78.05%-66.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $19,956 | $2,711+636.1% | $2,075+861.8% | $4,761+319.2% |
| Participant deferral / active EE | $12,044 | $3,909+208.1% | $3,126+285.3% | $5,982+101.3% |
| Admin fee / account holder | $52,755 | $7,383+614.6% | $5,230+908.7% | $11,246+369.1% |