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 | $240,207 | $83,902+186.3% | $167,512+43.4% | $84,808+183.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.68% | 91.55%-74.9pp | 1615.79%-1599.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $28,966 | $2,264+1179.5% | $3,882+646.3% | $2,631+1001.0% |
| Participant deferral / active EE | $5,526 | $4,442+24.4% | $6,405-13.7% | $4,212+31.2% |
| Admin fee / account holder | $40,571 | $7,915+412.6% | $9,769+315.3% | $7,344+452.4% |