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 | $130,203 | $70,756+84.0% | $65,493+98.8% | $142,382-8.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.38% | 1754.89%-1739.5pp | 982.45%-967.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $14,839 | $2,881+415.1% | $2,574+476.5% | $4,299+245.2% |
| Participant deferral / active EE | $8,728 | $4,637+88.2% | $3,961+120.3% | $6,507+34.1% |
| Admin fee / account holder | $23,433 | $6,559+257.3% | $5,028+366.0% | $12,624+85.6% |