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 | $215,593 | $96,305+123.9% | $80,569+167.6% | $139,434+54.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.02% | 1350.08%-1335.1pp | 935.43%-920.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $5,040 | $3,262+54.5% | $2,723+85.1% | $4,751+6.1% |
| Participant deferral / active EE | $14,060 | $5,232+168.7% | $4,447+216.1% | $6,710+109.5% |
| Admin fee / account holder | $2,430 | $6,599-63.2% | $5,377-54.8% | $11,403-78.7% |