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 | $207,578 | $88,751+133.9% | $81,812+153.7% | $145,922+42.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 114.62% | 1025.40%-910.8pp | 773.79%-659.2pp | 561.29%-446.7pp |
| Employer contribution / active EE | $1,659 | $3,083-46.2% | $2,912-43.0% | $4,660-64.4% |
| Participant deferral / active EE | $5,640 | $4,643+21.5% | $4,319+30.6% | $6,688-15.7% |
| Admin fee / account holder | $2,656 | $8,415-68.4% | $7,386-64.0% | $13,397-80.2% |