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 | $242,842 | $70,756+243.2% | $65,493+270.8% | $142,382+70.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.74% | 1754.89%-1741.2pp | 982.45%-968.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,323 | $2,881-54.1% | $2,574-48.6% | $4,299-69.2% |
| Participant deferral / active EE | $11,090 | $4,637+139.1% | $3,961+180.0% | $6,507+70.4% |
| Admin fee / account holder | $54,101 | $6,559+724.8% | $5,028+975.9% | $12,624+328.6% |