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 | $239,500 | $88,751+169.9% | $81,812+192.7% | $145,922+64.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.54% | 1025.40%-1004.9pp | 773.79%-753.3pp | 561.29%-540.7pp |
| Employer contribution / active EE | $16,340 | $3,083+430.0% | $2,912+461.1% | $4,660+250.7% |
| Participant deferral / active EE | $19,982 | $4,643+330.4% | $4,319+362.7% | $6,688+198.8% |
| Admin fee / account holder | $833 | $8,415-90.1% | $7,386-88.7% | $13,397-93.8% |