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 | $201,976 | $88,751+127.6% | $81,812+146.9% | $145,922+38.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.91% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $11,487 | $3,083+272.6% | $2,912+294.4% | $4,660+146.5% |
| Participant deferral / active EE | $2,467 | $4,643-46.9% | $4,319-42.9% | $6,688-63.1% |
| Admin fee / account holder | $3,709 | $8,415-55.9% | $7,386-49.8% | $13,397-72.3% |