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 | $201,171 | $104,486+92.5% | $76,817+161.9% | $152,861+31.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 22.70% | 1013.37%-990.7pp | 1166.11%-1143.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $5,457 | $3,116+75.1% | $2,302+137.0% | $4,762+14.6% |
| Participant deferral / active EE | $12,837 | $4,236+203.1% | $3,336+284.8% | $5,850+119.4% |
| Admin fee / account holder | $755 | $12,275-93.8% | $6,420-88.2% | $11,596-93.5% |