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 | $194,276 | $96,305+101.7% | $80,569+141.1% | $139,434+39.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.59% | 1350.08%-1330.5pp | 935.43%-915.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,865 | $3,262-42.8% | $2,723-31.5% | $4,751-60.7% |
| Participant deferral / active EE | $4,464 | $5,232-14.7% | $4,447+0.4% | $6,710-33.5% |
| Admin fee / account holder | $676 | $6,599-89.8% | $5,377-87.4% | $11,403-94.1% |