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 | $195,187 | $88,751+119.9% | $81,812+138.6% | $145,922+33.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.14% | 1025.40%-1015.3pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $7,897 | $3,083+156.1% | $2,912+171.2% | $4,660+69.5% |
| Participant deferral / active EE | $9,981 | $4,643+115.0% | $4,319+131.1% | $6,688+49.2% |
| Admin fee / account holder | $76,978 | $8,415+814.7% | $7,386+942.2% | $13,397+474.6% |