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 | $211,695 | $70,756+199.2% | $65,493+223.2% | $142,382+48.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.55% | 1754.89%-1742.3pp | 982.45%-969.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $17,351 | $2,881+502.3% | $2,574+574.0% | $4,299+303.6% |
| Participant deferral / active EE | $8,963 | $4,637+93.3% | $3,961+126.3% | $6,507+37.7% |
| Admin fee / account holder | $32,750 | $6,559+399.3% | $5,028+551.3% | $12,624+159.4% |