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 | $185,704 | $88,751+109.2% | $81,812+127.0% | $145,922+27.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.32% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,044 | $3,083+96.0% | $2,912+107.5% | $4,660+29.7% |
| Participant deferral / active EE | $7,531 | $4,643+62.2% | $4,319+74.4% | $6,688+12.6% |
| Admin fee / account holder | $21,971 | $8,415+161.1% | $7,386+197.5% | $13,397+64.0% |