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 | $222,719 | $88,751+150.9% | $81,812+172.2% | $145,922+52.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.39% | 1025.40%-1012.0pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $5,969 | $3,083+93.6% | $2,912+105.0% | $4,660+28.1% |
| Participant deferral / active EE | $15,292 | $4,643+229.3% | $4,319+254.1% | $6,688+128.7% |
| Admin fee / account holder | $12,145 | $8,415+44.3% | $7,386+64.4% | $13,397-9.3% |