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 | $214,500 | $70,756+203.2% | $65,493+227.5% | $142,382+50.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.12% | 1754.89%-1737.8pp | 982.45%-965.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,851 | $2,881+103.1% | $2,574+127.3% | $4,299+36.1% |
| Participant deferral / active EE | $11,474 | $4,637+147.4% | $3,961+189.7% | $6,507+76.3% |
| Admin fee / account holder | $969 | $6,559-85.2% | $5,028-80.7% | $12,624-92.3% |