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 | $226,380 | $96,305+135.1% | $80,569+181.0% | $139,434+62.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.59% | 1350.08%-1331.5pp | 935.43%-916.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,532 | $3,262+38.9% | $2,723+66.4% | $4,751-4.6% |
| Participant deferral / active EE | $8,418 | $5,232+60.9% | $4,447+89.3% | $6,710+25.4% |
| Admin fee / account holder | $3,200 | $6,599-51.5% | $5,377-40.5% | $11,403-71.9% |