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 | $127,768 | $99,020+29.0% | $86,590+47.6% | $147,584-13.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.95% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $8,990 | $3,132+187.1% | $2,839+216.6% | $4,876+84.4% |
| Participant deferral / active EE | $8,369 | $3,972+110.7% | $3,609+131.9% | $5,439+53.9% |
| Admin fee / account holder | $595 | $5,710-89.6% | $4,906-87.9% | $10,885-94.5% |