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 | $234,294 | $88,751+164.0% | $81,812+186.4% | $145,922+60.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.77% | 1025.40%-1015.6pp | 773.79%-764.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $10,035 | $3,083+225.5% | $2,912+244.6% | $4,660+115.4% |
| Participant deferral / active EE | $11,543 | $4,643+148.6% | $4,319+167.3% | $6,688+72.6% |
| Admin fee / account holder | $36,190 | $8,415+330.0% | $7,386+390.0% | $13,397+170.1% |