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 | $163,312 | $96,305+69.6% | $80,569+102.7% | $139,434+17.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.52% | 1350.08%-1334.6pp | 935.43%-919.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $11,674 | $3,262+257.9% | $2,723+328.6% | $4,751+145.7% |
| Participant deferral / active EE | $12,517 | $5,232+139.2% | $4,447+181.4% | $6,710+86.5% |
| Admin fee / account holder | $2,847 | $6,599-56.9% | $5,377-47.1% | $11,403-75.0% |