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 | $189,393 | $68,097+178.1% | $62,929+201.0% | $137,256+38.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.37% | 1859.11%-1844.7pp | 1063.93%-1049.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $8,494 | $2,811+202.1% | $2,505+239.1% | $4,156+104.4% |
| Participant deferral / active EE | $6,567 | $4,553+44.3% | $3,888+68.9% | $6,407+2.5% |
| Admin fee / account holder | $15,833 | $6,521+142.8% | $5,065+212.6% | $12,270+29.0% |