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 | $225,450 | $88,751+154.0% | $81,812+175.6% | $145,922+54.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.34% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $9,808 | $3,083+218.1% | $2,912+236.8% | $4,660+110.5% |
| Participant deferral / active EE | $12,335 | $4,643+165.7% | $4,319+185.6% | $6,688+84.4% |
| Admin fee / account holder | $2,002 | $8,415-76.2% | $7,386-72.9% | $13,397-85.1% |