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 | $208,734 | $57,281+264.4% | $86,612+141.0% | $75,163+177.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.15% | 2670.75%-2655.6pp | 591.07%-575.9pp | 160.62%-145.5pp |
| Employer contribution / active EE | $9,712 | $2,314+319.6% | $3,022+221.3% | $2,670+263.8% |
| Participant deferral / active EE | $8,534 | $3,318+157.2% | $4,438+92.3% | $4,125+106.9% |
| Admin fee / account holder | $10,794 | $4,112+162.5% | $5,614+92.3% | $5,651+91.0% |