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 | $135,750 | $70,756+91.9% | $65,493+107.3% | $142,382-4.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.97% | 1754.89%-1736.9pp | 982.45%-964.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $6,162 | $2,881+113.9% | $2,574+139.4% | $4,299+43.3% |
| Participant deferral / active EE | $6,931 | $4,637+49.5% | $3,961+75.0% | $6,507+6.5% |
| Admin fee / account holder | $3,784 | $6,559-42.3% | $5,028-24.8% | $12,624-70.0% |