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 | $220,277 | $88,751+148.2% | $81,812+169.2% | $145,922+51.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.41% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $8,979 | $3,083+191.2% | $2,912+208.3% | $4,660+92.7% |
| Participant deferral / active EE | $3,321 | $4,643-28.5% | $4,319-23.1% | $6,688-50.3% |
| Admin fee / account holder | $40,778 | $8,415+384.6% | $7,386+452.1% | $13,397+204.4% |