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 | $228,157 | $96,305+136.9% | $80,569+183.2% | $139,434+63.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.72% | 1350.08%-1333.4pp | 935.43%-918.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $7,873 | $3,262+141.4% | $2,723+189.1% | $4,751+65.7% |
| Participant deferral / active EE | $13,667 | $5,232+161.2% | $4,447+207.3% | $6,710+103.7% |
| Admin fee / account holder | $1,324 | $6,599-79.9% | $5,377-75.4% | $11,403-88.4% |