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 | $206,338 | $108,642+89.9% | $74,701+176.2% | $152,861+35.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 2.11% | 114.06%-111.9pp | 752.92%-750.8pp | 345.32%-343.2pp |
| Employer contribution / active EE | $2,083 | $1,503+38.6% | $1,084+92.3% | $4,762-56.3% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7,326 | $4,902+49.4% | $3,333+119.8% | $11,596-36.8% |