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 | $184,090 | $96,305+91.2% | $80,569+128.5% | $139,434+32.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.45% | 1350.08%-1335.6pp | 935.43%-921.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $10,393 | $3,262+218.6% | $2,723+281.6% | $4,751+118.8% |
| Participant deferral / active EE | $13,053 | $5,232+149.5% | $4,447+193.5% | $6,710+94.5% |
| Admin fee / account holder | $42,507 | $6,599+544.2% | $5,377+690.5% | $11,403+272.8% |