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 | $228,053 | $88,751+157.0% | $81,812+178.8% | $145,922+56.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.85% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $30,518 | $3,083+889.8% | $2,912+947.9% | $4,660+554.9% |
| Participant deferral / active EE | $11,611 | $4,643+150.1% | $4,319+168.9% | $6,688+73.6% |
| Admin fee / account holder | $1,507 | $8,415-82.1% | $7,386-79.6% | $13,397-88.8% |