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 | $162,499 | $104,486+55.5% | $76,817+111.5% | $152,861+6.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 23.76% | 1013.37%-989.6pp | 1166.11%-1142.3pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,695 | $3,116+18.6% | $2,302+60.5% | $4,762-22.4% |
| Participant deferral / active EE | $6,643 | $4,236+56.8% | $3,336+99.2% | $5,850+13.6% |
| Admin fee / account holder | $693 | $12,275-94.4% | $6,420-89.2% | $11,596-94.0% |