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 | $202,593 | $88,751+128.3% | $81,812+147.6% | $145,922+38.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 13.29% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $6,079 | $3,083+97.2% | $2,912+108.7% | $4,660+30.5% |
| Participant deferral / active EE | $11,208 | $4,643+141.4% | $4,319+159.5% | $6,688+67.6% |
| Admin fee / account holder | $4,725 | $8,415-43.9% | $7,386-36.0% | $13,397-64.7% |