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 | $221,117 | $88,751+149.1% | $81,812+170.3% | $145,922+51.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.31% | 1025.40%-1007.1pp | 773.79%-755.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $11,810 | $3,083+283.0% | $2,912+305.5% | $4,660+153.4% |
| Participant deferral / active EE | $8,278 | $4,643+78.3% | $4,319+91.7% | $6,688+23.8% |
| Admin fee / account holder | $6,204 | $8,415-26.3% | $7,386-16.0% | $13,397-53.7% |