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 | $70,756+167.7% | $65,493+189.2% | $142,382+33.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.37% | 1754.89%-1740.5pp | 982.45%-968.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $8,494 | $2,881+194.9% | $2,574+230.0% | $4,299+97.6% |
| Participant deferral / active EE | $6,567 | $4,637+41.6% | $3,961+65.8% | $6,507+0.9% |
| Admin fee / account holder | $15,833 | $6,559+141.4% | $5,028+214.9% | $12,624+25.4% |