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 | $87,536 | $88,751-1.4% | $81,812+7.0% | $145,922-40.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.67% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $7,771 | $3,083+152.0% | $2,912+166.9% | $4,660+66.8% |
| Participant deferral / active EE | $10,072 | $4,643+116.9% | $4,319+133.2% | $6,688+50.6% |
| Admin fee / account holder | $19,819 | $8,415+135.5% | $7,386+168.3% | $13,397+47.9% |