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 | $134,179 | $70,756+89.6% | $65,493+104.9% | $142,382-5.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.61% | 1754.89%-1742.3pp | 982.45%-969.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,964 | $2,881+2.9% | $2,574+15.1% | $4,299-31.1% |
| Participant deferral / active EE | $10,949 | $4,637+136.1% | $3,961+176.4% | $6,507+68.3% |
| Admin fee / account holder | $17,430 | $6,559+165.7% | $5,028+246.6% | $12,624+38.1% |