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 3-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 | $182,816 | $156,846+16.6% | $121,098+51.0% | $139,434+31.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.89% | 1474.56%-1453.7pp | 985.75%-964.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $21,505 | $5,536+288.5% | $4,164+416.5% | $4,751+352.7% |
| Participant deferral / active EE | $17,500 | $4,844+261.3% | $4,080+329.0% | $6,710+160.8% |
| Admin fee / account holder | $1,873 | $6,946-73.0% | $5,644-66.8% | $11,403-83.6% |