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 | $239,281 | $102,966+132.4% | $90,281+165.0% | $152,861+56.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.30% | 95.16%-74.9pp | 78.10%-57.8pp | 345.32%-325.0pp |
| Employer contribution / active EE | $14,458 | $3,139+360.6% | $2,854+406.5% | $4,762+203.6% |
| Participant deferral / active EE | $2,308 | $4,281-46.1% | $3,885-40.6% | $5,850-60.6% |
| Admin fee / account holder | $62,464 | $6,171+912.3% | $5,351+1067.3% | $11,596+438.6% |