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 | $128,448 | $96,305+33.4% | $80,569+59.4% | $139,434-7.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.07% | 1350.08%-1332.0pp | 935.43%-917.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $13,446 | $3,262+312.2% | $2,723+393.7% | $4,751+183.0% |
| Participant deferral / active EE | $9,355 | $5,232+78.8% | $4,447+110.3% | $6,710+39.4% |
| Admin fee / account holder | $9,049 | $6,599+37.1% | $5,377+68.3% | $11,403-20.6% |