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 | $237,859 | $88,751+168.0% | $81,812+190.7% | $145,922+63.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.47% | 1025.40%-1011.9pp | 773.79%-760.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,201 | $3,083-28.6% | $2,912-24.4% | $4,660-52.8% |
| Participant deferral / active EE | $10,392 | $4,643+123.8% | $4,319+140.6% | $6,688+55.4% |
| Admin fee / account holder | $1,043 | $8,415-87.6% | $7,386-85.9% | $13,397-92.2% |