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 | $156,737 | $57,281+173.6% | $86,612+81.0% | $75,163+108.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 27.78% | 2670.75%-2643.0pp | 591.07%-563.3pp | 160.62%-132.8pp |
| Employer contribution / active EE | $6,057 | $2,314+161.7% | $3,022+100.4% | $2,670+126.9% |
| Participant deferral / active EE | $7,480 | $3,318+125.5% | $4,438+68.6% | $4,125+81.3% |
| Admin fee / account holder | $2,020 | $4,112-50.9% | $5,614-64.0% | $5,651-64.2% |