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 | $211,417 | $88,751+138.2% | $81,812+158.4% | $145,922+44.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.14% | 1025.40%-1015.3pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $6,046 | $3,083+96.1% | $2,912+107.6% | $4,660+29.8% |
| Participant deferral / active EE | $13,809 | $4,643+197.4% | $4,319+219.8% | $6,688+106.5% |
| Admin fee / account holder | $1,025 | $8,415-87.8% | $7,386-86.1% | $13,397-92.3% |