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 | $170,716 | $96,305+77.3% | $80,569+111.9% | $139,434+22.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.39% | 1350.08%-1331.7pp | 935.43%-917.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $26,841 | $3,262+722.8% | $2,723+885.5% | $4,751+465.0% |
| Participant deferral / active EE | $1,416 | $5,232-72.9% | $4,447-68.2% | $6,710-78.9% |
| Admin fee / account holder | $14,481 | $6,599+119.5% | $5,377+169.3% | $11,403+27.0% |