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 | $137,724 | $96,305+43.0% | $80,569+70.9% | $139,434-1.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.32% | 1350.08%-1331.8pp | 935.43%-917.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $10,802 | $3,262+231.1% | $2,723+296.6% | $4,751+127.4% |
| Participant deferral / active EE | $8,284 | $5,232+58.3% | $4,447+86.3% | $6,710+23.4% |
| Admin fee / account holder | $687 | $6,599-89.6% | $5,377-87.2% | $11,403-94.0% |