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 | $174,532 | $96,305+81.2% | $80,569+116.6% | $139,434+25.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.39% | 1350.08%-1334.7pp | 935.43%-920.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $23,498 | $3,262+620.3% | $2,723+762.8% | $4,751+394.6% |
| Participant deferral / active EE | $10,911 | $5,232+108.5% | $4,447+145.3% | $6,710+62.6% |
| Admin fee / account holder | $2,639 | $6,599-60.0% | $5,377-50.9% | $11,403-76.9% |