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 | $196,369 | $100,852+94.7% | $90,404+117.2% | $158,922+23.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.86% | 1724.20%-1713.3pp | 1293.02%-1282.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $20,054 | $3,689+443.7% | $3,262+514.8% | $4,761+321.2% |
| Participant deferral / active EE | $4,274 | $4,348-1.7% | $3,963+7.8% | $5,982-28.6% |
| Admin fee / account holder | $216,127 | $6,501+3224.5% | $5,611+3752.0% | $11,246+1821.9% |