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 | $240,158 | $124,185+93.4% | $108,410+121.5% | $167,490+43.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.03% | 1379.64%-1354.6pp | 905.27%-880.2pp | 478.56%-453.5pp |
| Employer contribution / active EE | $5,804 | $4,187+38.6% | $3,558+63.1% | $4,837+20.0% |
| Participant deferral / active EE | $7,647 | $6,908+10.7% | $6,563+16.5% | $6,341+20.6% |
| Admin fee / account holder | $38,406 | $9,455+306.2% | $7,295+426.5% | $12,309+212.0% |