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 | $111,911 | $57,281+95.4% | $86,612+29.2% | $75,163+48.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 49.56% | 2670.75%-2621.2pp | 591.07%-541.5pp | 160.62%-111.1pp |
| Employer contribution / active EE | $7,866 | $2,314+239.9% | $3,022+160.2% | $2,670+194.6% |
| Participant deferral / active EE | $9,145 | $3,318+175.7% | $4,438+106.1% | $4,125+121.7% |
| Admin fee / account holder | $7,850 | $4,112+90.9% | $5,614+39.8% | $5,651+38.9% |