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 | $195,258 | $99,020+97.2% | $86,590+125.5% | $147,584+32.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.99% | 1312.34%-1297.3pp | 964.84%-949.8pp | 578.55%-563.6pp |
| Employer contribution / active EE | $14,346 | $3,132+358.1% | $2,839+405.3% | $4,876+194.2% |
| Participant deferral / active EE | $11,128 | $3,972+180.1% | $3,609+208.4% | $5,439+104.6% |
| Admin fee / account holder | $70,515 | $5,710+1134.9% | $4,906+1337.4% | $10,885+547.8% |