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 | $191,212 | $96,305+98.5% | $80,569+137.3% | $139,434+37.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.25% | 1350.08%-1325.8pp | 935.43%-911.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $5,783 | $3,262+77.3% | $2,723+112.3% | $4,751+21.7% |
| Participant deferral / active EE | $18,580 | $5,232+255.1% | $4,447+317.8% | $6,710+176.9% |
| Admin fee / account holder | $18,066 | $6,599+173.8% | $5,377+236.0% | $11,403+58.4% |