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 | $215,740 | $88,751+143.1% | $81,812+163.7% | $145,922+47.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.94% | 1025.40%-1014.5pp | 773.79%-762.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $10,778 | $3,083+249.6% | $2,912+270.1% | $4,660+131.3% |
| Participant deferral / active EE | $4,338 | $4,643-6.6% | $4,319+0.5% | $6,688-35.1% |
| Admin fee / account holder | $3,748 | $8,415-55.5% | $7,386-49.3% | $13,397-72.0% |