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 | $232,362 | $156,846+48.1% | $121,098+91.9% | $139,434+66.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.99% | 1474.56%-1465.6pp | 985.75%-976.8pp | 372.94%-364.0pp |
| Employer contribution / active EE | $20,320 | $5,536+267.0% | $4,164+388.0% | $4,751+327.7% |
| Participant deferral / active EE | $6,998 | $4,844+44.5% | $4,080+71.5% | $6,710+4.3% |
| Admin fee / account holder | $9,100 | $6,946+31.0% | $5,644+61.2% | $11,403-20.2% |