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 | $207,851 | $96,305+115.8% | $80,569+158.0% | $139,434+49.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.97% | 1350.08%-1332.1pp | 935.43%-917.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $4,137 | $3,262+26.8% | $2,723+51.9% | $4,751-12.9% |
| Participant deferral / active EE | $8,825 | $5,232+68.7% | $4,447+98.4% | $6,710+31.5% |
| Admin fee / account holder | $2,010 | $6,599-69.5% | $5,377-62.6% | $11,403-82.4% |