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 | $215,439 | $70,756+204.5% | $65,493+228.9% | $142,382+51.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.72% | 1754.89%-1739.2pp | 982.45%-966.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,687 | $2,881+132.1% | $2,574+159.8% | $4,299+55.5% |
| Participant deferral / active EE | $8,244 | $4,637+77.8% | $3,961+108.1% | $6,507+26.7% |
| Admin fee / account holder | $1,319 | $6,559-79.9% | $5,028-73.8% | $12,624-89.6% |