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 | $159,180 | $57,281+177.9% | $86,612+83.8% | $75,163+111.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.34% | 2670.75%-2652.4pp | 591.07%-572.7pp | 160.62%-142.3pp |
| Employer contribution / active EE | $6,659 | $2,314+187.7% | $3,022+120.3% | $2,670+149.4% |
| Participant deferral / active EE | $11,226 | $3,318+238.4% | $4,438+153.0% | $4,125+172.1% |
| Admin fee / account holder | $6,666 | $4,112+62.1% | $5,614+18.7% | $5,651+18.0% |