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 | $236,494 | $156,846+50.8% | $121,098+95.3% | $139,434+69.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.23% | 1474.56%-1457.3pp | 985.75%-968.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $10,000 | $5,536+80.6% | $4,164+140.2% | $4,751+110.5% |
| Participant deferral / active EE | $14,025 | $4,844+189.5% | $4,080+243.8% | $6,710+109.0% |
| Admin fee / account holder | $11,909 | $6,946+71.5% | $5,644+111.0% | $11,403+4.4% |