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 | $166,887 | $88,751+88.0% | $81,812+104.0% | $145,922+14.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.55% | 1025.40%-1015.8pp | 773.79%-764.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $4,035 | $3,083+30.9% | $2,912+38.6% | $4,660-13.4% |
| Participant deferral / active EE | $9,537 | $4,643+105.4% | $4,319+120.8% | $6,688+42.6% |
| Admin fee / account holder | $3,071 | $8,415-63.5% | $7,386-58.4% | $13,397-77.1% |